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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
676
Cetera Advisor Networks
California
$223K +$215K +2,242 New
MA
677
Montag & Associates
Georgia
$222K +$2.58K +27 +1%
CG
678
Caprock Group
Idaho
$222K +$213K +2,222 New
PCA
679
Personal Capital Advisors
California
$221K +$212K +2,212 New
GG
680
Gofen & Glossberg
Illinois
$219K – – –
RIM
681
Reliant Investment Management
Tennessee
$218K – – –
BFS
682
Baskin Financial Services
Ontario, Canada
$218K +$209K +2,185 New
BDF
683
Balasa Dinverno & Foltz
$215K – – –
BP
684
Ballentine Partners
Massachusetts
$214K +$205K +2,141 New
PNC
685
Park National Corp
Ohio
$211K -$42K -439 -17%
LWCFA
686
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K -$52.6K -550 -21%
MSFP
687
Mark Sheptoff Financial Planning
Connecticut
$209K – – –
BWAM
688
Boyd Watterson Asset Management
Ohio
$209K +$201K +2,096 New
YMRC
689
Yorktown Management & Research Company
Virginia
$209K +$201K +2,100 New
OWD
690
Osborn Williams & Donohoe
Ohio
$208K -$9.57K -100 -5%
SPC
691
Sigma Planning Corp
Michigan
$206K +$198K +2,066 New
EMG
692
ETF Managers Group
New Jersey
$204K -$551K -5,758 -74%
MC
693
Moors & Cabot
Massachusetts
$204K +$196K +2,044 New
KLWA
694
Kelly Lawrence W & Associates
California
$199K +$191K +2,000 New
M
695
MOTCO
Texas
$197K +$163K +1,699 +613%
CAW
696
Cornerstone Advisors (Washington)
Washington
$192K +$11.1K +116 +6%
WAP
697
Wealthcare Advisory Partners
Pennsylvania
$191K – – –
CFG
698
CKW Financial Group
Hawaii
$190K – – –
APW
699
Acima Private Wealth
Virginia
$188K – – –
PCG
700
Private Capital Group
Connecticut
$182K -$75.6K -790 -26%
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