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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
SRB Corp
Massachusetts
$182K
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
MSFP
603
Mark Sheptoff Financial Planning
Connecticut
$177K +$71 +1 +0%
GWS
604
Glassman Wealth Services
Virginia
$173K -$44.3K -620 -21%
IIC
605
Integrated Investment Consultants
Michigan
$170K
CAG
606
Crestwood Advisors Group
Massachusetts
$165K +$159K +2,231 New
WA
607
WFG Advisors
Texas
$163K -$205K -2,870 -57%
SIC
608
Salem Investment Counselors
North Carolina
$158K
WPA
609
West Paces Advisors
Georgia
$154K
GLI
610
Guardian Life Insurance
New York
$147K +$2.5K +35 +2%
GWM
611
Geneos Wealth Management
Colorado
$141K +$6.14K +86 +5%
RS
612
Robeco Schweiz
Switzerland
$141K +$50K +700 +58%
CFG
613
CKW Financial Group
Hawaii
$140K
FPS
614
Fieldpoint Private Securities
Connecticut
$133K +$128K +1,795 New
FANJ
615
Financial Architects (New Jersey)
New Jersey
$131K -$5.79K -81 -4%
Carson Wealth (CWM LLC)
616
Carson Wealth (CWM LLC)
Nebraska
$130K +$121K +1,698 +2,695%
SNT
617
Security National Trust
West Virginia
$127K -$2.14K -30 -2%
PHK
618
Point72 Hong Kong
Hong Kong
$122K -$116K -1,618 -50%
OFS
619
Orrstown Financial Services
Pennsylvania
$120K +$24.3K +340 +27%
WTB
620
Washington Trust Bank
Washington
$116K -$8.15K -114 -7%
GBT
621
Grove Bank & Trust
Florida
$112K -$19.7K -275 -15%
LNB
622
Ledyard National Bank
$112K +$93.6K +1,310 +652%
CTC
623
Central Trust Company
Missouri
$111K +$7.29K +102 +7%
FPF
624
FNY Partners Fund
New York
$110K
VNA
625
Valley National Advisers
Pennsylvania
$108K -$51.9K -726 -33%