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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
GC
726
Gilbert & Cook
Iowa
$279K
AIA
727
Alera Investment Advisors
Illinois
$278K +$909 +8 +0.3%
T
728
TRUADVICE
Florida
$276K +$92.6K +815 +47%
PIA
729
Powell Investment Advisors
Florida
$275K
PA
730
Pinnacle Associates
New York
$275K +$1.7K +15 +0.6%
BDF
731
Balasa Dinverno & Foltz
$275K +$11.4K +100 +4%
TF
732
Trek Financial
Arizona
$275K +$267K +2,350 New
BRWA
733
B. Riley Wealth Advisors
Florida
$271K -$430K -3,783 -62%
LF
734
Lantz Financial
Illinois
$268K
WSTAM
735
Wilbanks Smith & Thomas Asset Management
Virginia
$267K -$10.1K -89 -4%
DDC
736
DF Dent & Co
Maryland
$266K +$1.36K +12 +0.5%
ICG
737
InterOcean Capital Group
Tennessee
$266K +$258K +2,274 New
GG
738
Gofen & Glossberg
Illinois
$262K
MA
739
Montag & Associates
Georgia
$258K
BFM
740
Boston Financial Management
Massachusetts
$257K -$64.8K -570 -21%
PGFC
741
Peapack-Gladstone Financial Corp
New Jersey
$257K +$21.6K +190 +9%
PP
742
Patron Partners
Texas
$257K +$250K +2,196 New
RIM
743
Reliant Investment Management
Tennessee
$256K
SHWM
744
Smith & Howard Wealth Management
Georgia
$256K
CF
745
Centaurus Financial
California
$255K
DHFB
746
Dixon Hubard Feinour & Brown
Virginia
$252K
GA
747
Geller Advisors
New York
$248K
Cetera Investment Advisers
748
Cetera Investment Advisers
Illinois
$247K +$240K +2,113 New
Luther King Capital Management (LKCM)
749
Luther King Capital Management (LKCM)
Texas
$246K -$4.66K -41 -2%
MSFP
750
Mark Sheptoff Financial Planning
Connecticut
$246K