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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
801
Boltwood Capital Management
California
$912K -$8.23K -40 -0.9%
MT
802
Midwest Trust
Kansas
$910K +$103K +501 +12%
DADC
803
D.A. Davidson & Co
Montana
$910K +$11.1K +54 +1%
AC
804
AlphaCore Capital
California
$906K -$127K -617 -12%
TGAM
805
TBH Global Asset Management
Tennessee
$905K +$204K +990 +28%
RF
806
Rossby Financial
Florida
$904K +$69.9K +340 +8%
SFS
807
Sowell Financial Services
Arkansas
$901K -$40.1K -195 -4%
P
808
Pitcairn
Pennsylvania
$894K -$1.19M -5,806 -57%
BWM
809
BAM Wealth Management
Colorado
$892K +$911K +4,428 New
CWM
810
Connecticut Wealth Management
Connecticut
$884K -$33.7K -164 -4%
LIM
811
Longfellow Investment Management
Massachusetts
$882K +$897K +4,361 +25,653%
TTIC
812
Tower Trust & Investment Company
Iowa
$869K -$4.94K -24 -0.6%
CCG
813
Ceeto Capital Group
Florida
$867K – – –
TCOT
814
Trust Company of Toledo
Ohio
$866K -$17.9K -87 -2%
WWM
815
Western Wealth Management
Colorado
$865K -$17.5K -85 -2%
FFM
816
Forum Financial Management
Illinois
$862K +$141K +686 +19%
LFM
817
LGT Fund Management
Liechtenstein
$858K +$146K +710 +20%
KLCM
818
KG&L Capital Management
Louisiana
$854K +$872K +4,239 New
MFGM
819
Marshall Financial Group (Maryland)
Maryland
$853K +$59K +287 +7%
GAG
820
GM Advisory Group
New York
$842K -$7.4K -36 -0.9%
PP
821
PDS Planning
Ohio
$841K -$107K -518 -11%
MCM
822
Mattern Capital Management
Colorado
$839K +$177K +862 +26%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$838K +$8.84K +43 +1%
PW
824
PUREfi Wealth
Massachusetts
$837K +$51.2K +249 +6%
IWC
825
Integrated Wealth Concepts
Massachusetts
$836K +$199K +968 +30%
31 32
33
34 35