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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
651
Brown Advisory Securities
Maryland
$212K +$211K +2,549 New
WA
652
Waverly Advisors
Alabama
$210K -$354K -4,269 -63%
FHB
653
First Hawaiian Bank
Hawaii
$209K +$210K +2,534 New
RWA
654
Ropes Wealth Advisors
Massachusetts
$206K – – –
EDRH
655
Edmond de Rothschild Holding
Switzerland
$205K +$206K +2,485 New
MPI
656
Mairs & Power Inc
Minnesota
$204K -$74.6K -900 -27%
PCG
657
Private Capital Group
Connecticut
$204K +$12.4K +150 +6%
BDWM
658
Brewin Dolphin Wealth Management
Ireland
$203K – – –
WCM
659
Wallace Capital Management
Texas
$202K -$139K -1,678 -41%
WB
660
WesBanco Bank
West Virginia
$201K -$42.1K -508 -17%
SFSIG
661
San Francisco Sentry Investment Group
California
$200K -$5.8K -70 -3%
WTC
662
WhitTier Trust Company
Nevada
$198K +$1.82K +22 +0.9%
GWS
663
Glassman Wealth Services
Virginia
$194K -$1.16K -14 -0.6%
PCM
664
Prelude Capital Management
New York
$194K +$195K +2,354 New
FPFS
665
First Personal Financial Services
North Carolina
$191K -$156K -1,882 -45%
JWA
666
JFS Wealth Advisors
Pennsylvania
$187K – – –
AF
667
Advisornet Financial
Minnesota
$181K -$1.99K -24 -1%
IA
668
IFP Advisors
Florida
$180K – – –
RWP
669
RWA Wealth Partners
Massachusetts
$179K -$666K -8,039 -79%
OFS
670
Orrstown Financial Services
Pennsylvania
$178K +$48K +580 +37%
MSFP
671
Mark Sheptoff Financial Planning
Connecticut
$173K -$24.9K -300 -13%
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$165K -$31.5K -380 -16%
IIC
673
Integrated Investment Consultants
Michigan
$162K +$162K +1,958 New
WAP
674
Wealthcare Advisory Partners
Pennsylvania
$158K +$74.1K +895 +88%
VCM
675
Vigilant Capital Management
Maine
$155K +$10.9K +131 +8%
25 26
27
28 29