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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
651
Wellesley Investment Partners
Massachusetts
$234K +$221K +2,494 New
LCM
652
Landscape Capital Management
New Jersey
$232K -$11.5K -130 -5%
BDWM
653
Brewin Dolphin Wealth Management
Ireland
$231K – – –
WCM
654
Wallace Capital Management
Texas
$230K +$217K +2,451 New
TF
655
Tompkins Financial
New York
$227K – – –
WTC
656
WhitTier Trust Company
Nevada
$226K -$9.38K -106 -4%
GWS
657
Glassman Wealth Services
Virginia
$222K +$1.68K +19 +0.8%
LP
658
LMR Partners
United Kingdom
$222K +$210K +2,369 New
CAG
659
Csenge Advisory Group
Florida
$218K -$57.7K -652 -22%
WWM
660
Windsor Wealth Management
Indiana
$217K +$204K +2,307 New
PSG
661
Planning Solutions Group
Maryland
$215K +$202K +2,289 New
ARMT
662
Amica Retiree Medical Trust
Rhode Island
$214K – – –
IC
663
InterOcean Capital
Illinois
$214K +$201K +2,274 New
MCM
664
Marathon Capital Management
Maryland
$214K +$202K +2,282 New
HCM
665
Hengehold Capital Management
Ohio
$213K +$201K +2,271 New
AIL
666
AGF Investments LLC
Ontario, Canada
$207K -$6.19M -70,033 -97%
GG
667
Gofen & Glossberg
Illinois
$207K +$195K +2,200 New
MA
668
Montag & Associates
Georgia
$207K +$195K +2,202 New
FI
669
Fosun International
China
$206K +$196K +2,220 New
RIM
670
Reliant Investment Management
Tennessee
$205K +$193K +2,186 New
OWD
671
Osborn Williams & Donohoe
Ohio
$205K +$194K +2,190 New
BDF
672
Balasa Dinverno & Foltz
$203K +$191K +2,158 New
CCM
673
Coldstream Capital Management
Washington
$202K -$35.8K -405 -16%
RMCM
674
Reynders McVeigh Capital Management
Massachusetts
$202K +$190K +2,150 New
MSFP
675
Mark Sheptoff Financial Planning
Connecticut
$197K – – –
25 26
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