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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
826
SkyView Investment Advisors
New Jersey
$226K – – –
MSFP
827
Mark Sheptoff Financial Planning
Connecticut
$225K -$67K -500 -24%
CS
828
Comerica Securities
Michigan
$225K +$214K +1,598 New
CAM
829
Carret Asset Management
New York
$225K +$215K +1,600 New
BFPW
830
BOK Financial Private Wealth
Colorado
$225K +$215K +1,602 New
SPC
831
Sigma Planning Corp
Michigan
$224K -$37.9K -283 -15%
YIA
832
YHB Investment Advisors
Connecticut
$223K – – –
PHAM
833
Palisades Hudson Asset Management
Florida
$222K +$212K +1,579 New
CM
834
Capital Management
Virginia
$222K +$212K +1,580 New
MCM
835
Manchester Capital Management
Vermont
$221K +$8.85K +66 +4%
CCMG
836
Clark Capital Management Group
Pennsylvania
$221K +$210K +1,569 New
NEPPG
837
New England Professional Planning Group
Rhode Island
$220K – – –
BA
838
Bridgewater Associates
Connecticut
$220K +$210K +1,567 New
B
839
Bailard
California
$219K +$208K +1,555 New
NFC
840
Northeast Financial Consultants
Connecticut
$219K +$208K +1,555 New
ABTD
841
Arvest Bank Trust Division
Oklahoma
$219K +$209K +1,557 New
PCM
842
Pointe Capital Management
Michigan
$219K +$209K +1,559 New
CBFP
843
Cedar Brook Financial Partners
Ohio
$219K +$209K +1,560 New
SWP
844
Stratos Wealth Partners
Ohio
$218K +$208K +1,551 New
RIM
845
Rockbridge Investment Management
New York
$217K – – –
DA
846
Dillon & Associates
Michigan
$215K +$205K +1,528 New
CT
847
Columbia Trust
Oregon
$214K +$204K +1,519 New
HFG
848
Heron Financial Group
New York
$214K +$204K +1,519 New
PP
849
Patron Partners
Texas
$211K -$58.1K -433 -22%
AWA
850
Aaron Wealth Advisors
Illinois
$210K +$200K +1,495 New
32 33
34
35 36