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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
701
San Francisco Sentry Investment Group
California
$175K -$3.83K -40 -2%
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$168K -$9.57K -100 -6%
AF
703
Advisornet Financial
Minnesota
$152K +$5.36K +56 +4%
FIA
704
FNY Investment Advisers
New York
$149K +$144K +1,500 New
CFA
705
Carroll Financial Associates
North Carolina
$147K +$48.1K +503 +52%
GLI
706
Guardian Life Insurance
New York
$145K – – –
DWM
707
Doyle Wealth Management
Florida
$140K +$134K +1,400 New
SSB
708
Sandy Spring Bank
Maryland
$137K +$64.6K +675 +96%
OFS
709
Orrstown Financial Services
Pennsylvania
$136K -$17.7K -185 -12%
FL
710
Fort LP
Maryland
$135K +$12.6K +132 +11%
LPIC
711
LeJeune Puetz Investment Counsel
Michigan
$131K – – –
MA
712
MUFG Americas
New York
$130K +$7.56K +79 +6%
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$125K +$1.53K +16 +1%
DWM
714
Destination Wealth Management
California
$124K -$19.9K -208 -14%
TF
715
Tompkins Financial
New York
$123K -$113K -1,180 -49%
FPFS
716
First Personal Financial Services
North Carolina
$122K +$18.9K +198 +19%
JWA
717
JFS Wealth Advisors
Pennsylvania
$120K – – –
NO
718
Ninety One
South Africa
$118K – – –
OIA
719
OneDigital Investment Advisors
Kansas
$115K -$5.17K -54 -4%
ESB
720
Essex Savings Bank
Connecticut
$111K +$82.1K +858 +339%
TRCT
721
Tower Research Capital (TRC)
New York
$109K -$545K -5,698 -84%
AIS
722
Accurate Investment Solutions
Pennsylvania
$105K – – –
HCM
723
HMS Capital Management
Tennessee
$104K +$99.8K +1,043 New
WWM
724
Willingdon Wealth Management
North Carolina
$100K – – –
DWA
725
Dougherty Wealth Advisers
Minnesota
$98K – – –
27 28
29
30 31