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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
701
Advisory Alpha
Michigan
$319K +$2.27K +20 +0.7%
B
702
Barings
North Carolina
$316K -$209K -1,839 -41%
RWM
703
RKL Wealth Management
Pennsylvania
$316K – – –
WKWM
704
Walter & Keenan Wealth Management
Indiana
$316K – – –
SWA
705
Sutton Wealth Advisors
Florida
$313K +$1.7K +15 +0.6%
LJHT
706
Laurie J. Hall Trustee
$310K – – –
FHA
707
Flagship Harbor Advisors
Massachusetts
$310K +$114 +1 +0%
SS
708
Simplicity Solutions
Minnesota
$309K +$53.7K +473 +22%
BRM
709
Boston Research & Management
Massachusetts
$306K – – –
CWC
710
Carolinas Wealth Consulting
North Carolina
$301K +$6.25K +55 +2%
AIP
711
ARS Investment Partners
New York
$299K -$25.2K -222 -8%
MGIM
712
M&G Investment Management
United Kingdom
$298K -$18.3M -161,427 -98%
PCG
713
Private Capital Group
Connecticut
$297K -$909 -8 -0.3%
ONB
714
Old National Bancorp
Indiana
$295K -$187K -1,645 -39%
SCM
715
SOL Capital Management
Maryland
$295K – – –
FAIM
716
Financial Advocates Investment Management
Washington
$295K +$1.93K +17 +0.7%
PAS
717
Park Avenue Securities
New York
$293K +$38.7K +341 +16%
SWA
718
Stratos Wealth Advisors
Ohio
$293K +$285K +2,508 New
SC
719
Savant Capital
Illinois
$291K -$4.66K -41 -2%
DWM
720
Destination Wealth Management
California
$287K +$28.4K +250 +11%
WCM
721
Wallace Capital Management
Texas
$286K – – –
PCM
722
Prelude Capital Management
New York
$286K +$278K +2,447 New
AWM
723
Aberdeen Wealth Management
Illinois
$285K – – –
ACP
724
Arcus Capital Partners
Georgia
$283K +$275K +2,418 New
AHB
725
Abner Herrman & Brock
New Jersey
$279K -$25K -220 -8%
27 28
29
30 31