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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
601
Annex Advisory Services
Wisconsin
$954K -$190K -1,184 -16%
BHWM
602
Bar Harbor Wealth Management
New Hampshire
$951K -$166K -1,035 -14%
MTIC
603
Missouri Trust & Investment Company
Missouri
$951K +$44.1K +275 +5%
BJL
604
Brighton Jones LLC
Washington
$950K +$9.13K +57 +0.9%
FWCM
605
Ferguson Wellman Capital Management
Oregon
$946K +$28.8K +180 +3%
Cetera Investment Advisers
606
Cetera Investment Advisers
Illinois
$944K +$303K +1,893 +45%
UAML
607
US Asset Management LLC
Pennsylvania
$942K -$89.1K -556 -8%
HFS
608
Hantz Financial Services
Michigan
$938K +$40.7K +254 +4%
IAN
609
Integrated Advisors Network
Texas
$937K +$195K +1,218 +25%
CG
610
Caprock Group
Idaho
$934K +$238K +1,487 +33%
IC
611
Inverness Counsel
New York
$922K -$2.08K -13 -0.2%
SCM
612
Shelton Capital Management
Colorado
$918K
AWM
613
Aries Wealth Management
Maine
$918K +$947K +5,911 New
CGL
614
Clarius Group LLC
Washington
$910K +$79.8K +498 +9%
ECM
615
Element Capital Management
New York
$907K +$312K +1,947 +50%
VWM
616
Venturi Wealth Management
Texas
$904K -$17.6K -110 -2%
BCM
617
Boltwood Capital Management
California
$897K -$24K -150 -3%
WA
618
Wealth Alliance
New York
$891K -$12.8K -80 -1%
PA
619
Pinnacle Associates
New York
$889K +$55.9K +349 +6%
VF
620
Virtu Financial
New York
$889K +$917K +5,725 New
S
621
SimplyRich
California
$888K -$8.49K -53 -0.9%
CIA
622
Capital Investment Advisors
Georgia
$887K -$124K -771 -12%
ACM
623
Allred Capital Management
Texas
$878K -$67.1K -419 -7%
HBT
624
Heartland Bank & Trust
Illinois
$874K +$22.9K +143 +3%
ACP
625
Ashfield Capital Partners
California
$873K