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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DCP
726
DSM Capital Partners
Florida
$509K – – –
AC
727
Abbrea Capital
California
$506K – – –
RB
728
Rodgers Brothers
Pennsylvania
$505K – – –
KCM
729
Kathmere Capital Management
Pennsylvania
$504K -$16.8K -105 -3%
KBFS
730
Kohmann Bosshard Financial Services
Ohio
$504K – – –
WSFS
731
Wilmington Savings Fund Society
Delaware
$503K -$228K -1,422 -30%
CFB
732
Cullen/Frost Bankers
Texas
$503K -$2.08K -13 -0.4%
PCS
733
Personal CFO Solutions
New Jersey
$503K -$1.92K -12 -0.4%
OCG
734
Opus Capital Group
Ohio
$503K – – –
BFA
735
Bill Few Associates
Pennsylvania
$498K – – –
MC
736
Moors & Cabot
Massachusetts
$498K +$22.8K +142 +5%
DSC
737
Duncker Streett & Co
Missouri
$497K – – –
BONH
738
Bank of New Hampshire
New Hampshire
$495K -$8.01K -50 -2%
RW
739
REDW Wealth
New Mexico
$495K – – –
SPWM
740
Spartan Planning & Wealth Management
North Carolina
$492K +$19.4K +121 +4%
LIM
741
Leavell Investment Management
Alabama
$489K – – –
MA
742
Montag & Associates
Georgia
$487K – – –
MFG
743
Merit Financial Group
Georgia
$487K +$503K +3,139 New
DWM
744
Defined Wealth Management
Oregon
$480K – – –
WFPG
745
Waller Financial Planning Group
Ohio
$480K +$1.6K +10 +0.3%
EHWM
746
Eads & Heald Wealth Management
Georgia
$480K +$495K +3,090 New
SB
747
Strategic Blueprint
Georgia
$479K +$11.5K +72 +2%
AC
748
ASB Consultores
Florida
$478K -$158K -989 -24%
RBC
749
Roble Belko & Company
Pennsylvania
$478K +$318K +1,987 +182%
QCM
750
Quantinno Capital Management
New York
$475K +$255K +1,591 +108%
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