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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
601
Kelleher Financial Advisors
New York
$202K
WIP
602
Wellesley Investment Partners
Massachusetts
$201K
BFM
603
Boston Financial Management
Massachusetts
$201K +$199K +2,975 New
DAC
604
Dividend Assets Capital
South Carolina
$201K +$199K +2,975 New
GWS
605
Glassman Wealth Services
Virginia
$200K +$1.14K +17 +0.6%
PCM
606
Prelude Capital Management
New York
$196K +$194K +2,900 New
TG
607
TLP Group
Illinois
$187K +$60.1K +896 +48%
JWM
608
Jacobus Wealth Management
Wisconsin
$186K
Fuller & Thaler Asset Management
609
Fuller & Thaler Asset Management
California
$182K
SWA
610
Sutton Wealth Advisors
Florida
$176K
VCM
611
Vigilant Capital Management
Maine
$172K -$30.2K -450 -15%
QCG
612
Quadrant Capital Group
Ohio
$167K
SC
613
SRB Corp
Massachusetts
$167K +$8.51K +127 +5%
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K -$3.55K -53 -2%
MSFP
615
Mark Sheptoff Financial Planning
Connecticut
$162K
IIC
616
Integrated Investment Consultants
Michigan
$156K -$3.42K -51 -2%
RA
617
Rational Advisors
New York
$155K -$14.7K -220 -9%
VNA
618
Valley National Advisers
Pennsylvania
$148K
SIC
619
Salem Investment Counselors
North Carolina
$145K -$43.5K -649 -23%
WPA
620
West Paces Advisors
Georgia
$141K +$140K +2,088 New
GLI
621
Guardian Life Insurance
New York
$132K
CFG
622
CKW Financial Group
Hawaii
$128K
FANJ
623
Financial Architects (New Jersey)
New Jersey
$125K -$19.6K -292 -14%
GWM
624
Geneos Wealth Management
Colorado
$123K
GBT
625
Grove Bank & Trust
Florida
$121K +$11.1K +165 +10%