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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
726
D.A. Davidson & Co
Montana
$1.12M +$284K +1,522 +34%
FRA
727
Frank Rimerman Advisors
California
$1.11M +$537K +2,871 +92%
LIM
728
Longfellow Investment Management
Massachusetts
$1.1M +$293K +1,565 +36%
SW
729
Simplicity Wealth
New Jersey
$1.1M -$138K -736 -11%
PWMAG
730
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M +$184K +986 +20%
EWM
731
Elmwood Wealth Management
California
$1.09M +$26.9K +144 +3%
LCWP
732
Legacy Capital Wealth Partners
Arkansas
$1.08M +$112K +601 +11%
DAS
733
Diversify Advisory Services
Utah
$1.08M +$84.9K +454 +8%
HP
734
Havemeyer Place
Connecticut
$1.07M +$1.08M +5,787 New
NSB
735
Norway Savings Bank
Maine
$1.07M -$123K -660 -10%
SBFM
736
S-Bank Fund Management
Finland
$1.07M -$268K -1,436 -20%
S
737
SimplyRich
California
$1.06M -$374 -2 -0%
DDC
738
DF Dent & Co
Maryland
$1.06M +$7.1K +38 +0.7%
CAMV
739
Concord Asset Management (Virginia)
Virginia
$1.05M -$65.2K -349 -6%
CWP
740
Concord Wealth Partners
Virginia
$1.05M -$65.2K -349 -6%
LOWM
741
Laurel Oak Wealth Management
New Jersey
$1.05M +$1.06M +5,663 New
FTWA
742
Fifth Third Wealth Advisors
Ohio
$1.05M -$85.4K -457 -7%
NP
743
Nilsine Partners
Colorado
$1.03M +$52.5K +281 +5%
FCP
744
Fidelis Capital Partners
Florida
$1.03M -$70.5K -377 -6%
JWM
745
JGP Wealth Management
Oregon
$1.03M +$72.5K +388 +8%
CNBT
746
Canandaigua National Bank & Trust
New York
$1.03M +$131K +700 +14%
GI
747
GAMMA Investing
California
$1.03M -$130K -695 -11%
NRS
748
Neville Rodie & Shaw
New York
$1.03M – – –
WPC
749
Wedmont Private Capital
Pennsylvania
$1.03M -$261K -1,398 -20%
IIC
750
Ironwood Investment Counsel
Arizona
$1.02M +$5.05K +27 +0.5%
28 29
30
31 32