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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
751
Kiley Juergens Wealth Management
Washington
$9K +$9.71K +119 New
CCM
752
Cribstone Capital Management
Maine
$8K – – –
PK
753
Pflug Koory
Nebraska
$8K – – –
SCA
754
Stuart Chaussee & Associates
California
$8K – – –
CF
755
Centaurus Financial
California
$8K +$7.67K +94 New
LYV
756
Live Your Vision
Pennsylvania
$8K +$8.16K +100 New
TIM
757
Tortoise Investment Management
New York
$7K – – –
MFBTD
758
MB Financial Bank - Trust Department
Illinois
$6K -$4.41K -54 -43%
FMB
759
Field & Main Bank
Kentucky
$6K – – –
FAM
760
Fred Alger Management
New York
$6K – – –
LWM
761
Lenox Wealth Management
Ohio
$6K – – –
OFW
762
Omnia Family Wealth
Florida
$6K – – –
PGWM
763
Parisi Gray Wealth Management
New Jersey
$6K – – –
AF
764
Allworth Financial
California
$5K – – –
FEG
765
Financial Enhancement Group
Indiana
$5K – – –
FMP
766
Financial Management Professionals
Texas
$5K – – –
WC
767
Whitnell & Co
Illinois
$5K – – –
HIM
768
Hillsdale Investment Management
Ontario, Canada
$5K +$408 +5 +10%
LFA
769
Legacy Financial Advisors
Kentucky
$5K +$1.47K +18 +42%
CA
770
Centerpoint Advisors
Massachusetts
$5K +$4.49K +55 New
KL
771
KWMG LLC
Kansas
$5K +$4.65K +57 New
RWM
772
Raffa Wealth Management
District of Columbia
$4.18K – – –
AS
773
Altshuler Shaham
Israel
$4K -$12.8K -157 -78%
AWM
774
Aevitas Wealth Management
Massachusetts
$4K – – –
DAM
775
Delta Asset Management
Tennessee
$4K – – –
29 30
31
32 33