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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
601
Mount Yale Investment Advisors
Colorado
$307K -$6.54K -74 -2%
DI
602
Diligent Investors
California
$306K +$884 +10 +0.3%
NSAM
603
North Star Asset Management
Wisconsin
$305K
S
604
SignatureFD
Georgia
$304K -$14.5K -164 -5%
SG
605
Strid Group
Pennsylvania
$301K
MWP
606
MYCIO Wealth Partners
Pennsylvania
$300K -$8.67K -98 -3%
RW
607
REDW Wealth
New Mexico
$300K
WKWM
608
Walter & Keenan Wealth Management
Indiana
$300K
EIA
609
Edgemoor Investment Advisors
Maryland
$295K +$278K +3,140 New
PLFAM
610
Pineno Levin & Ford Asset Management
Virginia
$293K
BSW
611
Buckingham Strategic Wealth
Missouri
$288K +$3.8K +43 +1%
QT
612
Quantamental Technologies
New York
$287K +$270K +3,058 New
CBU
613
CIBC Bank USA
Illinois
$284K -$30.2K -341 -10%
DHFB
614
Dixon Hubard Feinour & Brown
Virginia
$284K
CGL
615
Clarius Group LLC
Washington
$284K +$267K +3,024 New
MCM
616
Manchester Capital Management
Vermont
$283K -$15K -170 -5%
CCG
617
Ceeto Capital Group
Florida
$282K
PCG
618
Private Capital Group
Connecticut
$282K +$69.1K +781 +35%
WFPG
619
Waller Financial Planning Group
Ohio
$281K +$1.15K +13 +0.4%
CT
620
Cambridge Trust
Massachusetts
$278K -$12.4K -140 -5%
WSTAM
621
Wilbanks Smith & Thomas Asset Management
Virginia
$278K -$7.34K -83 -3%
SM
622
Sciencast Management
New Jersey
$278K +$265K +3,000 New
NC
623
Nicholas Company
Wisconsin
$272K -$336K -3,800 -57%
BCM
624
Bayesian Capital Management
New York
$272K +$256K +2,900 New
Dodge & Cox
625
Dodge & Cox
California
$269K -$70.8K -800 -22%