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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
701
Dover Advisors
Virginia
$1.11M +$1.08M +5,394 New
CFAM
702
Center For Asset Management
Florida
$1.1M -$15.7K -79 -1%
AFA
703
AA Financial Advisors
Ohio
$1.09M +$1.06M +5,307 New
PCS
704
Personal CFO Solutions
New Jersey
$1.09M +$85.7K +430 +9%
HCM
705
Highview Capital Management
Illinois
$1.08M -$32.3K -162 -3%
CI
706
Cigna Investments
Connecticut
$1.08M -$29.1K -146 -3%
ROTUOC
707
Regents of the University of California
California
$1.07M – – –
MMHP
708
Murphy Middleton Hinkle & Parker
Georgia
$1.07M – – –
BHWM
709
Bar Harbor Wealth Management
New Hampshire
$1.07M +$157K +789 +18%
PS
710
Principal Securities
Iowa
$1.06M +$117K +586 +13%
WPA
711
West Paces Advisors
Georgia
$1.06M -$102K -513 -9%
LSAG
712
Lake Street Advisors Group
New Hampshire
$1.06M +$19.5K +98 +2%
DAS
713
Diversify Advisory Services
Utah
$1.05M +$1.02M +5,141 New
DWT
714
Dorsey & Whitney Trust
South Dakota
$1.05M +$51K +256 +5%
YIH
715
Y-Intercept (HK)
Hong Kong
$1.05M +$610K +3,061 +152%
MOS
716
MGO One Seven
Ohio
$1.04M +$72.3K +363 +8%
VFA
717
Valeo Financial Advisors
Indiana
$1.03M +$37.3K +187 +4%
CFP
718
Cascade Financial Partners
California
$1.02M +$1.02M +5,136 New
HPC
719
HM Payson & Co
Maine
$1.02M +$2.59K +13 +0.3%
BFM
720
Boston Financial Management
Massachusetts
$1.01M – – –
APWM
721
Atlas Private Wealth Management
New York
$1.01M +$151K +757 +18%
DLA
722
Douglas Lane & Associates
New York
$1.01M – – –
SI
723
Stephens Inc
Arkansas
$1.01M +$99.8K +501 +11%
TC
724
TownSquare Capital
Utah
$1.01M +$427K +2,145 +78%
PWMAG
725
Pinnacle Wealth Management Advisory Group
New Jersey
$1M +$17.7K +89 +2%
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