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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
676
Sutton Wealth Advisors
Florida
$226K +$1.6K +15 +0.6%
PCG
677
Private Capital Group
Connecticut
$224K +$40K +375 +17%
OMC
678
Old Mission Capital
Illinois
$221K +$272K +2,554 New
MCA
679
Mercer Capital Advisers
New Jersey
$220K -$320K -3,000 -54%
WSTAM
680
Wilbanks Smith & Thomas Asset Management
Virginia
$219K -$19.2K -180 -7%
QIM
681
Quantitative Investment Management
Virginia
$219K +$271K +2,539 New
DT
682
Diversified Trust
Tennessee
$217K – – –
WWM
683
Windsor Wealth Management
Indiana
$216K +$20.8K +195 +8%
BFM
684
Boston Financial Management
Massachusetts
$214K -$677K -6,350 -72%
FIM
685
Freedom Investment Management
Connecticut
$214K +$3.84K +36 +2%
CAN
686
Cetera Advisor Networks
California
$213K -$27K -253 -9%
BOTW
687
Bank of the West
California
$213K -$18.8K -176 -7%
VVP
688
Venture Visionary Partners
Ohio
$212K +$41.5K +389 +19%
JFGIW
689
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K +$60.9K +571 +30%
AWM
690
Aberdeen Wealth Management
Illinois
$211K -$10.7K -100 -4%
WCM
691
Wallace Capital Management
Texas
$211K – – –
GWS
692
Glassman Wealth Services
Virginia
$211K +$5.44K +51 +2%
FAIM
693
Financial Advocates Investment Management
Washington
$209K +$35.3K +331 +16%
ONB
694
Old National Bancorp
Indiana
$209K +$257K +2,407 New
GC
695
Gilbert & Cook
Iowa
$206K – – –
PWPS
696
Pinnacle Wealth Planning Services
Ohio
$206K +$33.2K +311 +15%
CCM
697
Coldstream Capital Management
Washington
$205K -$28K -263 -10%
AIA
698
Alera Investment Advisors
Illinois
$205K – – –
AWE
699
Avidian Wealth Enterprises
Texas
$205K +$22.8K +214 +10%
BDWM
700
Brewin Dolphin Wealth Management
Ireland
$204K -$5.33K -50 -2%
26 27
28
29 30