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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
576
Boston Research & Management
Massachusetts
$236K – – –
ARMT
577
Amica Retiree Medical Trust
Rhode Island
$236K +$223K +2,814 New
AHB
578
Abner Herrman & Brock
New Jersey
$233K – – –
JWM
579
Jacobus Wealth Management
Wisconsin
$230K – – –
FB
580
Fulton Bank
Pennsylvania
$230K +$6.74K +85 +3%
LIC
581
Lodestar Investment Counsel
Illinois
$227K +$238 +3 +0.1%
FANJ
582
Financial Architects (New Jersey)
New Jersey
$227K +$80.1K +1,010 +59%
LJHT
583
Laurie J. Hall Trustee
$226K -$15.9K -200 -7%
IAA
584
Independent Advisor Alliance
North Carolina
$224K +$213K +2,683 New
CCM
585
Coldstream Capital Management
Washington
$222K -$2.01M -25,367 -91%
AT
586
Argent Trust
Texas
$222K -$31.7K -400 -13%
QCG
587
Quadrant Capital Group
Ohio
$219K – – –
DAC
588
Dividend Assets Capital
South Carolina
$218K – – –
SWA
589
Sutton Wealth Advisors
Florida
$218K – – –
FWM
590
Frontier Wealth Management
Missouri
$216K -$181K -2,288 -47%
RA
591
Rational Advisors
New York
$216K – – –
AP
592
Atwood & Palmer
Missouri
$216K +$198K +2,500 +3,333%
PNC
593
Park National Corp
Ohio
$214K +$203K +2,559 New
VCM
594
Vigilant Capital Management
Maine
$213K – – –
JFL
595
Jarislowsky, Fraser Ltd
Quebec, Canada
$213K +$202K +2,553 New
EDRH
596
Edmond de Rothschild Holding
Switzerland
$211K +$199K +2,514 New
FAAS
597
First Allied Advisory Services
California
$209K +$202K +2,554 New
BDWM
598
Brewin Dolphin Wealth Management
Ireland
$206K +$195K +2,460 New
SPC
599
Sigma Planning Corp
Michigan
$206K +$194K +2,452 New
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$205K -$169K -2,137 -47%
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