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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
726
Bank of New Hampshire
New Hampshire
$552K -$33.1K -210 -6%
OCG
727
Opus Capital Group
Ohio
$552K – – –
AG
728
AIA Group
Hong Kong
$552K +$150K +951 +42%
TCBWMS
729
Texas Capital Bank Wealth Management Services
Texas
$550K +$44K +279 +9%
BFA
730
Bill Few Associates
Pennsylvania
$547K – – –
DSC
731
Duncker Streett & Co
Missouri
$545K -$158K -1,000 -24%
RW
732
REDW Wealth
New Mexico
$544K – – –
BA
733
Bellwether Advisors
Nebraska
$539K +$440K +2,789 +744%
LIM
734
Leavell Investment Management
Alabama
$537K – – –
MA
735
Montag & Associates
Georgia
$534K – – –
VI
736
Versor Investments
New York
$533K -$516K -3,273 -51%
RT
737
Rockland Trust
Massachusetts
$532K -$167K -1,061 -25%
DWM
738
Defined Wealth Management
Oregon
$527K – – –
FBB
739
Fulton Breakefield Broenniman
Maryland
$527K +$487K +3,090 New
PWMAG
740
Pinnacle Wealth Management Advisory Group
New Jersey
$525K – – –
WFPG
741
Waller Financial Planning Group
Ohio
$525K +$1.73K +11 +0.4%
MC
742
Moors & Cabot
Massachusetts
$523K +$38K +241 +9%
FFM
743
Forum Financial Management
Illinois
$519K +$788 +5 +0.2%
SPWM
744
Spartan Planning & Wealth Management
North Carolina
$519K +$480K +3,046 New
NSAM
745
North Star Asset Management
Wisconsin
$516K +$5.52K +35 +1%
SB
746
Strategic Blueprint
Georgia
$514K +$6.94K +44 +1%
NP
747
NorthRock Partners
Minnesota
$513K +$70.8K +449 +18%
BONST
748
Bank of Nova Scotia Trust
Ontario, Canada
$503K +$278K +1,766 +149%
E
749
Ergoteles
New York
$503K +$466K +2,953 New
BG
750
Bollard Group
Massachusetts
$502K +$1.58K +10 +0.3%
28 29
30
31 32