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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
1001
Laurie J. Hall Trustee
$392K
UFF
1002
USA Financial Formulas
Michigan
$392K +$16.6K +81 +5%
AHB
1003
Abner Herrman & Brock
New Jersey
$390K
GC
1004
Gilbert & Cook
Iowa
$389K
WCA
1005
Westover Capital Advisors
Delaware
$388K
GI
1006
GLOBALT Investments
Georgia
$386K -$6.98K -34 -2%
SQA
1007
Simon Quick Advisors
New Jersey
$385K +$154K +748 +69%
DA
1008
Dillon & Associates
Michigan
$380K
NPF
1009
Norris Perne & French
Michigan
$380K
TCWA
1010
Turtle Creek Wealth Advisors
Texas
$380K +$32.7K +159 +10%
RFN
1011
RDA Financial Network
Iowa
$379K +$7.81K +38 +2%
LGWM
1012
Litman Gregory Wealth Management
California
$379K
CSWM
1013
Cassady Schiller Wealth Management
Ohio
$379K
ECM
1014
Evergreen Capital Management
Washington
$377K +$56.3K +274 +18%
DWP
1015
Daymark Wealth Partners
Ohio
$377K +$139K +675 +60%
VCP
1016
Verus Capital Partners
Arizona
$377K -$32.5K -158 -8%
EL
1017
EWA LLC
Pennsylvania
$377K +$4.52K +22 +1%
AA
1018
Apriem Advisors
California
$376K
NHT
1019
New Hampshire Trust
New Hampshire
$375K
ML
1020
Mayport LLC
Massachusetts
$373K
NFG
1021
Nations Financial Group
Iowa
$372K +$48.1K +234 +15%
DWA
1022
Douglass Winthrop Advisors
New York
$370K +$9.86K +48 +3%
M
1023
MOTCO
Texas
$370K +$24.7K +120 +7%
CWM
1024
Cahaba Wealth Management
Georgia
$369K -$12.1K -59 -3%
AWM
1025
Aprio Wealth Management
Georgia
$369K -$49.9K -243 -12%