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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
801
Boston Research & Management
Massachusetts
$391K – – –
AWA
802
Aaron Wealth Advisors
Illinois
$388K +$29.5K +184 +8%
CA
803
Cetera Advisors
Colorado
$387K +$52.5K +327 +14%
T
804
TOBAM
France
$386K – – –
KCM
805
Kathmere Capital Management
Pennsylvania
$385K -$107K -667 -21%
ECM
806
EagleClaw Capital Management
Massachusetts
$383K -$40.1K -250 -9%
NFC
807
Northeast Financial Consultants
Connecticut
$382K +$168K +1,050 +70%
M
808
Mirova
France
$381K -$942K -5,871 -70%
APWM
809
Atlas Private Wealth Management
New York
$381K +$52.6K +328 +15%
VIA
810
Vident Investment Advisory
Georgia
$380K +$72.4K +451 +11%
SC
811
SRB Corp
Massachusetts
$378K -$1.19M -7,389 -74%
DCP
812
DSM Capital Partners
Florida
$378K -$120K -750 -23%
BWM
813
BerganKDV Wealth Management
Minnesota
$377K +$254K +1,582 +167%
SWA
814
Stratos Wealth Advisors
Ohio
$375K -$59.8K -373 -13%
RMCM
815
Reynders McVeigh Capital Management
Massachusetts
$370K -$56.5K -352 -12%
EFS
816
Essex Financial Services
Connecticut
$370K +$104K +647 +35%
GWS
817
Glassman Wealth Services
Virginia
$367K +$22K +137 +6%
AIP
818
ARS Investment Partners
New York
$366K -$22K -137 -5%
SCM
819
SOL Capital Management
Maryland
$365K – – –
AWM
820
Aberdeen Wealth Management
Illinois
$364K – – –
IGWM
821
ICA Group Wealth Management
Colorado
$364K +$9.31K +58 +2%
SI
822
Stephens Inc
Arkansas
$363K -$4.81K -30 -1%
FIM
823
Freedom Investment Management
Connecticut
$361K -$16.8K -105 -4%
WKWM
824
Walter & Keenan Wealth Management
Indiana
$361K +$3.21K +20 +0.8%
PCM
825
Penserra Capital Management
California
$360K +$9.95K +62 +3%
31 32
33
34 35