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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
651
Gofen & Glossberg
Illinois
$526K – – –
HIIFS
652
Harel Insurance Investments & Financial Services
Israel
$518K -$74.5K -556 -33%
DADC
653
D.A. Davidson & Co
Montana
$517K -$5.5K -41 -1%
BRWA
654
B. Riley Wealth Advisors
Florida
$517K +$10.5K +78 +2%
IBOK
655
Independence Bank of Kentucky
Kentucky
$512K -$17.4K -130 -3%
TMAM
656
Tokio Marine Asset Management
Japan
$511K +$45.5K +339 +10%
HB
657
Homrich & Berg
Georgia
$500K +$74.7K +557 +19%
APA
658
American Portfolios Advisors
New York
$500K +$71.3K +532 +18%
BWM
659
Buckley Wealth Management
Nevada
$499K +$10.2K +76 +2%
NCM
660
Noesis Capital Mangement
Florida
$495K -$536 -4 -0.1%
BONH
661
Bank of New Hampshire
New Hampshire
$495K +$471K +3,516 New
T
662
TrueFG
Texas
$492K – – –
4WM
663
44 Wealth Management
Oregon
$490K +$16.4K +122 +4%
RMCM
664
Reynders McVeigh Capital Management
Massachusetts
$489K +$22K +164 +5%
HC
665
Henshaw Capital
Massachusetts
$488K – – –
WWM
666
Western Wealth Management
Colorado
$487K -$19.7K -147 -4%
CIM
667
Contravisory Investment Management
Massachusetts
$484K +$38.1K +284 +9%
MC
668
Moors & Cabot
Massachusetts
$482K +$17.2K +128 +4%
CCM
669
Coldstream Capital Management
Washington
$482K +$29.6K +221 +7%
TBA
670
Tower Bridge Advisors
Pennsylvania
$478K – – –
RL
671
Ruffer LLP
United Kingdom
$478K – – –
PWPS
672
Pinnacle Wealth Planning Services
Ohio
$478K +$13.7K +102 +3%
CAAS
673
Capital Asset Advisory Services
Michigan
$474K -$83.1K -620 -16%
LSAG
674
Lake Street Advisors Group
New Hampshire
$472K +$939 +7 +0.2%
CFB
675
Cullen/Frost Bankers
Texas
$472K +$15.3K +114 +4%
25 26
27
28 29