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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
S
576
SignatureFD
Georgia
$248K -$13.9K -208 -5%
IC
577
InterOcean Capital
Illinois
$248K -$13.4K -200 -5%
OWP
578
Obermeyer Wealth Partners
Colorado
$248K – – –
SS
579
Simplicity Solutions
Minnesota
$245K -$2.21K -33 -0.9%
JMFC
580
J.M. Forbes & Co
Massachusetts
$243K – – –
WSTAM
581
Wilbanks Smith & Thomas Asset Management
Virginia
$243K +$14.6K +218 +6%
FPFS
582
First Personal Financial Services
North Carolina
$230K +$229K +3,410 New
BOTW
583
Bank of the West
California
$226K – – –
GT
584
Glenview Trust
Kentucky
$226K +$224K +3,340 New
ONB
585
Old National Bancorp
Indiana
$225K +$222K +3,316 New
PHK
586
Point72 Hong Kong
Hong Kong
$221K -$15.6K -232 -7%
RB
587
Rodgers Brothers
Pennsylvania
$220K – – –
WKWM
588
Walter & Keenan Wealth Management
Indiana
$216K – – –
RW
589
REDW Wealth
New Mexico
$216K +$214K +3,190 New
PA
590
Parallel Advisors
California
$216K +$214K +3,197 New
LJHT
591
Laurie J. Hall Trustee
$209K +$204K +3,050 New
BSW
592
Buckingham Strategic Wealth
Missouri
$208K – – –
LWCFA
593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K +$20.1K +300 +11%
GXMC
594
Global X Management Company
New York
$207K +$42K +627 +26%
AT
595
Argent Trust
Texas
$206K – – –
MCM
596
Manchester Capital Management
Vermont
$204K -$18.7K -279 -8%
PP
597
Prudential plc
United Kingdom
$204K – – –
CAI
598
Capital Advisors Inc
Oklahoma
$203K – – –
DK
599
Darrell & King
Virginia
$203K – – –
SFSG
600
Stearns Financial Services Group
North Carolina
$203K – – –
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