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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
701
North Star Asset Management
Wisconsin
$335K – – –
CAN
702
Cetera Advisor Networks
California
$335K +$88.1K +765 +39%
BIP
703
Blueprint Investment Partners
North Carolina
$334K +$316K +2,742 +137,100%
BP
704
Ballentine Partners
Massachusetts
$331K -$16.1K -140 -5%
NP
705
NorthRock Partners
Minnesota
$329K -$14.2K -123 -4%
RWM
706
RKL Wealth Management
Pennsylvania
$329K – – –
WKWM
707
Walter & Keenan Wealth Management
Indiana
$329K – – –
MHS
708
M Holdings Securities
Oregon
$327K +$309K +2,687 New
FHB
709
First Hawaiian Bank
Hawaii
$326K -$43.2K -375 -12%
PAS
710
Park Avenue Securities
New York
$325K +$19.1K +166 +7%
BWAM
711
Boyd Watterson Asset Management
Ohio
$325K +$66K +573 +27%
SWA
712
Sutton Wealth Advisors
Florida
$324K -$1.73K -15 -0.6%
FHA
713
Flagship Harbor Advisors
Massachusetts
$322K – – –
LJHT
714
Laurie J. Hall Trustee
$322K – – –
BRM
715
Boston Research & Management
Massachusetts
$319K – – –
WCA
716
Westover Capital Advisors
Delaware
$318K -$54.1K -470 -15%
SC
717
Savant Capital
Illinois
$316K +$12K +104 +4%
AA
718
Advisory Alpha
Michigan
$314K -$17.3K -150 -6%
FAM
719
Fulcrum Asset Management
United Kingdom
$314K – – –
CWC
720
Carolinas Wealth Consulting
North Carolina
$314K +$346 +3 +0.1%
TI
721
Tidal Investments
Wisconsin
$313K +$68.9K +598 +30%
AIP
722
ARS Investment Partners
New York
$311K – – –
WCM
723
Wallace Capital Management
Texas
$310K – – –
SCM
724
SOL Capital Management
Maryland
$307K – – –
FAIM
725
Financial Advocates Investment Management
Washington
$306K -$806 -7 -0.3%
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