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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PCH
1076
PGIM Custom Harvest
New Jersey
$325K +$107K +519 +51%
DA
1077
Detalus Advisors
Missouri
$325K
CTC
1078
Central Trust Company
Missouri
$325K +$15.6K +76 +5%
B
1079
Bailard
California
$322K -$1.23K -6 -0.4%
UB
1080
UMB Bank
Missouri
$322K +$37K +180 +13%
AAS
1081
Ameritas Advisory Services
Nebraska
$322K +$40.7K +198 +15%
AWM
1082
Angeles Wealth Management
California
$321K +$312K +1,521 New
VC
1083
Veracity Capital
Georgia
$319K -$8.63K -42 -3%
NFC
1084
Northeast Financial Consultants
Connecticut
$316K -$218K -1,060 -41%
SIM
1085
Stratos Investment Management
Ohio
$312K +$21.8K +106 +8%
HWA
1086
HCR Wealth Advisors
California
$309K
AA
1087
Alta Advisers
United Kingdom
$308K +$33.5K +163 +13%
ESB
1088
Essex Savings Bank
Connecticut
$306K +$8.22K +40 +3%
Fayez Sarofim & Co
1089
Fayez Sarofim & Co
Texas
$306K
RA
1090
RFG Advisory
Alabama
$304K -$28.3K -138 -9%
BCG
1091
Breakwater Capital Group
New Jersey
$303K
LC
1092
Lindbrook Capital
California
$302K -$19.9K -97 -6%
SIA
1093
Schear Investment Advisers
Ohio
$302K +$45.6K +222 +18%
GAB
1094
German American Bancorp
Indiana
$302K +$295K +1,434 New
PP
1095
PFS Partners
New Jersey
$302K
OP
1096
ORG Partners
Indiana
$300K +$293K +1,426 +47,533%
DI
1097
Diligent Investors
California
$300K
NPP
1098
New Potomac Partners
Maryland
$299K
MLRA
1099
Main Line Retirement Advisors
Montana
$299K
HTC
1100
Haverford Trust Company
Pennsylvania
$298K +$290K +1,414 New