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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SG
601
Strid Group
Pennsylvania
$221K +$214K +2,837 New
BRM
602
Boston Research & Management
Massachusetts
$219K
BOTW
603
Bank of the West
California
$218K
PP
604
Prudential plc
United Kingdom
$217K
AHB
605
Abner Herrman & Brock
New Jersey
$217K +$210K +2,780 New
Mariner
606
Mariner
Kansas
$215K +$208K +2,757 New
JWM
607
Jacobus Wealth Management
Wisconsin
$214K
LIC
608
Lodestar Investment Counsel
Illinois
$211K +$204K +2,703 New
Fuller & Thaler Asset Management
609
Fuller & Thaler Asset Management
California
$210K
FB
610
Fulton Bank
Pennsylvania
$207K -$4.76K -63 -2%
BJL
611
Brighton Jones LLC
Washington
$207K +$200K +2,654 New
DAC
612
Dividend Assets Capital
South Carolina
$203K +$196K +2,600 New
MWM
613
Mission Wealth Management
California
$203K +$197K +2,603 New
SWA
614
Sutton Wealth Advisors
Florida
$203K
RA
615
Rational Advisors
New York
$201K
VCM
616
Vigilant Capital Management
Maine
$198K
QCG
617
Quadrant Capital Group
Ohio
$195K +$6.95K +92 +4%
SC
618
SRB Corp
Massachusetts
$192K
MSFP
619
Mark Sheptoff Financial Planning
Connecticut
$187K -$76 -1 -0%
WTC
620
WhitTier Trust Company
Nevada
$185K +$82.7K +1,095 +86%
GWS
621
Glassman Wealth Services
Virginia
$182K
IIC
622
Integrated Investment Consultants
Michigan
$180K
SIC
623
Salem Investment Counselors
North Carolina
$180K +$13K +172 +8%
WA
624
WFG Advisors
Texas
$172K +$76 +1 +0%
Twin Tree Management
625
Twin Tree Management
Texas
$155K -$162K -2,144 -52%