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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
651
Buckley Wealth Management
Nevada
$306K -$18.4K -176 -6%
NP
652
NorthRock Partners
Minnesota
$304K +$285K +2,729 New
SL
653
Stevard LLC
Illinois
$304K +$285K +2,733 New
AA
654
Advisory Alpha
Michigan
$303K -$9.82K -94 -3%
WSTAM
655
Wilbanks Smith & Thomas Asset Management
Virginia
$302K -$3.45K -33 -1%
CIP
656
Cornerstone Investment Partners
Georgia
$302K – – –
CAN
657
Cetera Advisor Networks
California
$302K +$24.4K +234 +9%
WKWM
658
Walter & Keenan Wealth Management
Indiana
$301K -$52.2K -500 -16%
DWT
659
Dorsey & Whitney Trust
South Dakota
$297K +$1.25K +12 +0.5%
FCI
660
Financial Counselors Inc
Kansas
$297K +$12.3K +118 +5%
LSAG
661
Lake Street Advisors Group
New Hampshire
$296K +$731 +7 +0.3%
LJHT
662
Laurie J. Hall Trustee
$295K – – –
CCM
663
Coldstream Capital Management
Washington
$295K +$24.8K +237 +10%
BOTW
664
Bank of the West
California
$294K – – –
BRM
665
Boston Research & Management
Massachusetts
$291K – – –
SWA
666
Sutton Wealth Advisors
Florida
$289K – – –
AHB
667
Abner Herrman & Brock
New Jersey
$285K -$4.91K -47 -2%
BIM
668
Bridges Investment Management
Nebraska
$285K +$267K +2,559 New
BCM
669
Bayesian Capital Management
New York
$284K +$266K +2,545 New
AWM
670
Aberdeen Wealth Management
Illinois
$283K +$265K +2,536 New
FCH
671
Freestone Capital Holdings
Washington
$281K +$264K +2,526 New
DT
672
Diversified Trust
Tennessee
$280K +$262K +2,509 New
CC
673
Colrain Capital
Massachusetts
$279K – – –
SPIA
674
Steward Partners Investment Advisory
New York
$274K -$50.8K -486 -16%
HBT
675
Hills Bank & Trust
Iowa
$273K +$257K +2,456 New
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