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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
576
Pinnacle Financial Partners (Tennessee)
Tennessee
$257K – – –
OWP
577
Obermeyer Wealth Partners
Colorado
$253K -$30.2K -400 -11%
RB
578
Rodgers Brothers
Pennsylvania
$253K – – –
AA
579
Apriem Advisors
California
$250K +$227K +3,003 +1,502%
RW
580
REDW Wealth
New Mexico
$249K – – –
WKWM
581
Walter & Keenan Wealth Management
Indiana
$249K – – –
MWP
582
MYCIO Wealth Partners
Pennsylvania
$249K +$242K +3,200 New
LA
583
Lau Associates
Delaware
$246K – – –
S
584
SignatureFD
Georgia
$238K -$55.5K -735 -19%
AT
585
Argent Trust
Texas
$238K – – –
WIP
586
Wellesley Investment Partners
Massachusetts
$236K +$3.85K +51 +2%
MCM
587
Manchester Capital Management
Vermont
$235K – – –
CC
588
Colrain Capital
Massachusetts
$234K -$227K -3,000 -50%
SFSG
589
Stearns Financial Services Group
North Carolina
$234K – – –
KFA
590
Kelleher Financial Advisors
New York
$233K – – –
WB
591
WesBanco Bank
West Virginia
$230K – – –
CG
592
Colony Group
Massachusetts
$228K +$220K +2,919 New
LJHT
593
Laurie J. Hall Trustee
$226K -$3.78K -50 -2%
SWA
594
SFMG Wealth Advisors
Texas
$226K +$219K +2,905 New
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K -$15.1K -200 -7%
IC
596
InterOcean Capital
Illinois
$223K – – –
LNB
597
Ledyard National Bank
$222K +$101K +1,340 +89%
CCP
598
Corient Capital Partners
California
$222K +$215K +2,852 New
LC
599
Lourd Capital
California
$221K +$2.64K +35 +1%
BSW
600
Buckingham Strategic Wealth
Missouri
$221K +$5.13K +68 +2%
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