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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
FAB
501
First American Bank
Illinois
$209K
GI
502
GAMCO Investors
Connecticut
$209K
NSAM
503
North Star Asset Management
Wisconsin
$209K
KFA
504
Kelleher Financial Advisors
New York
$208K
PP
505
Prudential plc
United Kingdom
$202K
VCM
506
Vigilant Capital Management
Maine
$201K
CF
507
CenterStar Fund
Illinois
$186K
PAIA
508
Park Avenue Institutional Advisers
New York
$184K -$6.03K -108 -3%
TCOV
509
Trust Company of Vermont
Vermont
$180K +$1.68K +30 +0.9%
DADC
510
D.A. Davidson & Co
Montana
$173K +$12.6K +226 +7%
IWMPD
511
Integrated Wealth Management (Palm Desert)
California
$165K
GLI
512
Guardian Life Insurance
New York
$162K +$41.7K +747 +32%
LTFS
513
Ladenburg Thalmann Financial Services
Florida
$155K +$16K +286 +11%
GWS
514
Glassman Wealth Services
Virginia
$154K
SC
515
SRB Corp
Massachusetts
$147K +$19.9K +357 +14%
JWM
516
Jacobus Wealth Management
Wisconsin
$144K
CTC
517
Central Trust Company
Missouri
$136K +$44.7K +800 +44%
GWM
518
Gupta Wealth Management
California
$134K +$137K +2,446 +1,911%
SEC
519
Seven Eight Capital
New York
$128K -$542K -9,700 -80%
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$128K -$10.1K -180 -7%
MSFP
521
Mark Sheptoff Financial Planning
Connecticut
$125K
RIM
522
Reliant Investment Management
Tennessee
$120K +$129K +2,306 New
NCMG
523
NCM Capital Management Group
North Carolina
$119K
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K
AP
525
Advisors Preferred
Maryland
$116K +$124K +2,221 New