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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
726
Carroll Financial Associates
North Carolina
$217K -$5.64K -54 -3%
ABC
727
Associated Banc-Corp
Wisconsin
$217K +$203K +1,943 New
FA
728
Faithward Advisors
Pennsylvania
$216K +$202K +1,937 New
PLFAM
729
Pineno Levin & Ford Asset Management
Virginia
$215K -$125K -1,196 -38%
AF
730
Advisornet Financial
Minnesota
$215K -$13.3K -127 -6%
WAP
731
Wealthcare Advisory Partners
Pennsylvania
$213K – – –
YIA
732
YHB Investment Advisors
Connecticut
$213K +$199K +1,908 New
CT
733
Columbia Trust
Oregon
$213K +$200K +1,918 New
CFG
734
CKW Financial Group
Hawaii
$212K – – –
EF
735
Empirical Finance
Pennsylvania
$211K +$198K +1,894 New
APW
736
Acima Private Wealth
Virginia
$210K – – –
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K +$169K +1,615 +594%
KCM
738
Kanawha Capital Management
Virginia
$210K +$196K +1,881 New
GC
739
Gratus Capital
Georgia
$210K +$197K +1,885 New
O
740
Ossiam
France
$208K -$137K -1,316 -41%
LOAMS
741
Lombard Odier Asset Management (Switzerland)
Switzerland
$208K +$195K +1,866 New
RMC
742
Resources Management Corp
Connecticut
$206K -$20.9K -200 -10%
SSB
743
Sandy Spring Bank
Maryland
$204K -$50.2K -481 -21%
TCBWMS
744
Texas Capital Bank Wealth Management Services
Texas
$204K +$192K +1,835 New
WCWM
745
Willow Creek Wealth Management
California
$203K +$190K +1,818 New
IWM
746
IHT Wealth Management
Illinois
$202K -$33.7K -323 -15%
AC
747
Abbrea Capital
California
$202K +$190K +1,817 New
LGWM
748
Litman Gregory Wealth Management
California
$201K -$50K -479 -21%
LNB
749
Ledyard National Bank
$201K +$188K +1,801 New
MFG
750
Magnus Financial Group
New York
$201K +$188K +1,801 New
28 29
30
31 32