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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
726
Kathmere Capital Management
Pennsylvania
$1.07M +$103K +502 +11%
IAN
727
Integrated Advisors Network
Texas
$1.06M +$75.2K +366 +8%
BFM
728
Boston Financial Management
Massachusetts
$1.05M +$11.7K +57 +1%
CFGS
729
Concourse Financial Group Securities
Alabama
$1.04M +$261K +1,272 +35%
EWA
730
EverSource Wealth Advisors
Alabama
$1.04M +$27.3K +133 +3%
LSAG
731
Lake Street Advisors Group
New Hampshire
$1.03M -$55.3K -269 -5%
DLA
732
Douglas Lane & Associates
New York
$1.02M -$13.1K -64 -1%
HPC
733
HM Payson & Co
Maine
$1.01M -$25.1K -122 -2%
SP
734
Symmetry Partners
Connecticut
$1.01M +$120K +585 +14%
MCM
735
Manchester Capital Management
Vermont
$1M +$28.3K +138 +3%
MYIA
736
Mount Yale Investment Advisors
Colorado
$1M +$751K +3,656 +332%
MFGM
737
Marshall Financial Group (Maryland)
Maryland
$1M +$65.5K +319 +7%
CCA
738
Criterion Capital Advisors
Tennessee
$998K +$14.8K +72 +2%
MPAM
739
Murphy Pohlad Asset Management
Minnesota
$997K – – –
LCWP
740
Legacy Capital Wealth Partners
Arkansas
$993K +$968K +4,714 New
BBL
741
Beck Bode LLC
Massachusetts
$991K – – –
WFI
742
West Family Investments
California
$991K +$18.1K +88 +2%
PWMAG
743
Pinnacle Wealth Management Advisory Group
New Jersey
$977K -$45.6K -222 -5%
CFB
744
Cullen/Frost Bankers
Texas
$976K +$225K +1,097 +31%
SAG
745
SageView Advisory Group
California
$976K +$952K +4,632 New
NP
746
Nilsine Partners
Colorado
$972K -$2.05K -10 -0.2%
LIM
747
Leavell Investment Management
Alabama
$967K +$291K +1,416 +45%
CWM
748
Connecticut Wealth Management
Connecticut
$963K +$38.2K +186 +4%
BA
749
Bridgewater Associates
Connecticut
$958K +$934K +4,547 New
RDWM
750
Red Door Wealth Management
Tennessee
$956K – – –
28 29
30
31 32