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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
726
Abbrea Capital
California
$566K +$168K +1,009 +45%
RB
727
Rodgers Brothers
Pennsylvania
$565K – – –
KBFS
728
Kohmann Bosshard Financial Services
Ohio
$564K – – –
OCG
729
Opus Capital Group
Ohio
$563K – – –
NB
730
Nicolet Bankshares
Wisconsin
$560K +$206K +1,243 +63%
BFA
731
Bill Few Associates
Pennsylvania
$558K +$533K +3,210 New
TBA
732
Tower Bridge Advisors
Pennsylvania
$556K – – –
RW
733
REDW Wealth
New Mexico
$554K – – –
PCS
734
Personal CFO Solutions
New Jersey
$552K +$7.64K +46 +1%
LIM
735
Leavell Investment Management
Alabama
$548K – – –
MA
736
Montag & Associates
Georgia
$545K +$130K +784 +33%
PP
737
Prospector Partners
Connecticut
$539K -$133K -800 -21%
DWM
738
Defined Wealth Management
Oregon
$538K – – –
PWMAG
739
Pinnacle Wealth Management Advisory Group
New Jersey
$535K +$511K +3,079 New
WFPG
740
Waller Financial Planning Group
Ohio
$534K +$1.66K +10 +0.3%
FFM
741
Forum Financial Management
Illinois
$529K +$506K +3,046 New
KFP
742
KB Financial Partners
New Jersey
$521K -$41.2K -248 -8%
NSAM
743
North Star Asset Management
Wisconsin
$520K – – –
SWM
744
Stockman Wealth Management
Montana
$519K -$21.3K -128 -4%
SB
745
Strategic Blueprint
Georgia
$517K +$494K +2,972 New
TCBWMS
746
Texas Capital Bank Wealth Management Services
Texas
$513K +$46.5K +280 +10%
BG
747
Bollard Group
Massachusetts
$511K +$1.66K +10 +0.3%
EWA
748
EverSource Wealth Advisors
Alabama
$511K +$488K +2,935 New
IDBONY
749
Israel Discount Bank of New York
New York
$508K -$17.4K -105 -3%
CT
750
Cambridge Trust
Massachusetts
$508K +$485K +2,922 New
28 29
30
31 32