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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
726
Pendal Group
Australia
$338K +$322K +2,404 New
FHA
727
Flagship Harbor Advisors
Massachusetts
$335K -$35.5K -265 -10%
MCM
728
MAI Capital Management
Ohio
$333K +$33K +246 +12%
FAM
729
Fulcrum Asset Management
United Kingdom
$331K – – –
PIA
730
Powell Investment Advisors
Florida
$331K – – –
PA
731
Pinnacle Associates
New York
$326K -$4.96K -37 -2%
CF
732
Centaurus Financial
California
$326K +$17.7K +132 +6%
MYLI
733
Meiji Yasuda Life Insurance
Japan
$323K -$13.9K -104 -4%
LF
734
Lantz Financial
Illinois
$322K – – –
CCG
735
Cypress Capital Group
Florida
$321K +$24.7K +184 +9%
ICG
736
InterOcean Capital Group
Tennessee
$320K – – –
BIP
737
Blueprint Investment Partners
North Carolina
$317K -$65.8K -491 -18%
AC
738
Abbrea Capital
California
$316K – – –
IWM
739
IHT Wealth Management
Illinois
$315K +$6.84K +51 +2%
GC
740
Gilbert & Cook
Iowa
$313K – – –
IEFM
741
IQ EQ Fund Management
Ireland
$313K – – –
PCP
742
Proficio Capital Partners
Massachusetts
$312K +$134 +1 +0%
RWM
743
RKL Wealth Management
Pennsylvania
$310K -$67K -500 -18%
MA
744
Montag & Associates
Georgia
$310K – – –
DWM
745
Destination Wealth Management
California
$309K – – –
GL
746
Graypoint LLC
New York
$309K +$47.9K +357 +19%
SHWM
747
Smith & Howard Wealth Management
Georgia
$308K – – –
LOAMS
748
Lombard Odier Asset Management (Switzerland)
Switzerland
$308K +$293K +2,187 New
AWM
749
Accurate Wealth Management
Florida
$303K +$289K +2,156 New
RT
750
Rockland Trust
Massachusetts
$302K -$81K -604 -22%
28 29
30
31 32