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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
751
Personal CFO Solutions
New Jersey
$555K +$15.5K +95 +3%
DW
752
Domani Wealth
Pennsylvania
$553K
FMLI
753
Fukoku Mutual Life Insurance
Japan
$549K
PCA
754
Personal Capital Advisors
California
$539K -$55.3K -338 -9%
AC
755
Abbrea Capital
California
$539K
4WM
756
44 Wealth Management
Oregon
$538K -$16.8K -103 -3%
RB
757
Rodgers Brothers
Pennsylvania
$538K
KBFS
758
Kohmann Bosshard Financial Services
Ohio
$537K
SG
759
Strid Group
Pennsylvania
$534K +$59.5K +364 +13%
CBNLCF
760
Cognios Beta Neutral Large Cap Fund
Kansas
$530K +$524K +3,203 New
DSC
761
Duncker Streett & Co
Missouri
$530K
RW
762
REDW Wealth
New Mexico
$528K
EHWM
763
Eads & Heald Wealth Management
Georgia
$526K
MFG
764
Merit Financial Group
Georgia
$524K +$518K +3,166 New
SCM
765
Shelton Capital Management
Colorado
$523K -$441K -2,700 -46%
BWP
766
BSW Wealth Partners
Colorado
$522K +$28.1K +172 +6%
BFA
767
Bill Few Associates
Pennsylvania
$521K
LIM
768
Leavell Investment Management
Alabama
$521K
SGI
769
Summit Global Investments
Utah
$518K +$3.43K +21 +0.7%
OCG
770
Opus Capital Group
Ohio
$516K -$19.6K -120 -4%
WFPG
771
Waller Financial Planning Group
Ohio
$515K +$1.8K +11 +0.4%
NP
772
NorthRock Partners
Minnesota
$513K +$21.7K +133 +4%
DWM
773
Defined Wealth Management
Oregon
$512K
RBC
774
Roble Belko & Company
Pennsylvania
$509K
AAMC
775
Asset Allocation & Management Company
Illinois
$507K +$223K +1,363 +80%