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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
751
Dubuque Bank & Trust
Iowa
$10K -$1.69K -20 -14%
LFA
752
Legacy Financial Advisors
Kentucky
$10K +$5.76K +68 +111%
PHK
753
Point72 Hong Kong
Hong Kong
$10K +$9.74K +115 New
RA
754
Rational Advisors
New York
$9K -$228K -2,691 -96%
NIM
755
NuWave Investment Management
New Jersey
$9K -$220K -2,601 -96%
FLI
756
Family Legacy Inc
South Carolina
$9K – – –
KJWM
757
Kiley Juergens Wealth Management
Washington
$9K +$85 +1 +0.8%
PAMG
758
Patton Albertson Miller Group
Tennessee
$9K +$10.2K +120 New
CCM
759
Cribstone Capital Management
Maine
$8K – – –
PK
760
Pflug Koory
Nebraska
$8K – – –
SCA
761
Stuart Chaussee & Associates
California
$8K – – –
KF
762
Krilogy Financial
Missouri
$8K +$7.96K +94 New
SGAM
763
Smith Group Asset Management
Texas
$7K -$1.69K -20 -18%
TIM
764
Tortoise Investment Management
New York
$7K – – –
AP
765
Atwood & Palmer
Missouri
$6K -$29.6K -350 -82%
FMB
766
Field & Main Bank
Kentucky
$6K – – –
FAM
767
Fred Alger Management
New York
$6K – – –
LWM
768
Lenox Wealth Management
Ohio
$6K – – –
MFBTD
769
MB Financial Bank - Trust Department
Illinois
$6K – – –
PGWM
770
Parisi Gray Wealth Management
New Jersey
$6K – – –
PFGIA
771
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.68K +67 New
WC
772
Whitney & Co
New York
$6K +$5.84K +69 New
CA
773
Centerpoint Advisors
Massachusetts
$5K – – –
FEG
774
Financial Enhancement Group
Indiana
$5K – – –
HIM
775
Hillsdale Investment Management
Ontario, Canada
$5K – – –
29 30
31
32 33