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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
701
Nilsine Partners
Colorado
$939K -$275K -1,423 -22%
GRP
702
Global Retirement Partners
California
$939K +$20.5K +106 +2%
BFM
703
Boston Financial Management
Massachusetts
$933K – – –
HPC
704
HM Payson & Co
Maine
$931K -$23.6K -122 -2%
CJ
705
Caitlin John
Michigan
$929K +$947K +4,901 New
DLA
706
Douglas Lane & Associates
New York
$928K -$86.6K -448 -8%
CG
707
Caprock Group
Idaho
$926K -$107K -555 -10%
PCS
708
Personal CFO Solutions
New Jersey
$923K +$128K +665 +16%
FA
709
Fiducient Advisors
Illinois
$921K +$171K +883 +22%
DWT
710
Dorsey & Whitney Trust
South Dakota
$915K +$8.5K +44 +0.9%
SWM
711
Spire Wealth Management
Virginia
$910K +$177K +914 +25%
MCM
712
Manchester Capital Management
Vermont
$909K +$13.1K +68 +1%
CCA
713
Criterion Capital Advisors
Tennessee
$906K +$924K +4,780 New
TCBWMS
714
Texas Capital Bank Wealth Management Services
Texas
$904K +$35.7K +185 +4%
PWMAG
715
Pinnacle Wealth Management Advisory Group
New Jersey
$904K – – –
MPAM
716
Murphy Pohlad Asset Management
Minnesota
$896K -$46.4K -240 -5%
MOS
717
MGO One Seven
Ohio
$892K +$31.5K +163 +4%
BBL
718
Beck Bode LLC
Massachusetts
$891K -$219K -1,131 -19%
EFH
719
Eaton Financial Holdings
Florida
$888K -$147K -759 -14%
IAN
720
Integrated Advisors Network
Texas
$879K -$8.5K -44 -0.9%
CIA
721
Capital Investment Advisors
Georgia
$874K -$5.6K -29 -0.6%
ACM
722
Allred Capital Management
Texas
$871K -$49.3K -255 -5%
PS
723
Principal Securities
Iowa
$867K +$885K +4,578 New
EWM
724
Empirical Wealth Management
Washington
$862K +$582K +3,013 +196%
LWCFA
725
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$861K -$290K -1,500 -25%
27 28
29
30 31