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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
851
Fulcrum Asset Management
United Kingdom
$340K – – –
DBT
852
Dubuque Bank & Trust
Iowa
$340K +$9.3K +56 +3%
RP
853
Riverwater Partners
Wisconsin
$340K +$325K +1,956 New
MPPW
854
Mitchell & Pahl Private Wealth
Oklahoma
$339K – – –
SIC
855
Samalin Investment Counsel
New York
$338K +$12.6K +76 +4%
CBFP
856
Cedar Brook Financial Partners
Ohio
$336K +$86.5K +521 +37%
PLFAM
857
Pineno Levin & Ford Asset Management
Virginia
$335K – – –
UB
858
UMB Bank
Missouri
$334K +$319K +1,920 New
SI
859
Stephens Inc
Arkansas
$332K -$37.2K -224 -11%
WSTAM
860
Wilbanks Smith & Thomas Asset Management
Virginia
$330K -$16.6K -100 -5%
BP
861
BBR Partners
New York
$330K -$2.82K -17 -0.9%
CFG
862
CKW Financial Group
Hawaii
$330K – – –
PCM
863
Parsons Capital Management
Rhode Island
$330K – – –
CWP
864
Curated Wealth Partners
California
$329K +$2.16K +13 +0.7%
CS
865
Comerica Securities
Michigan
$328K +$31.2K +188 +11%
APW
866
Acima Private Wealth
Virginia
$327K – – –
AII
867
AGF Investments Inc
Ontario, Canada
$325K +$111K +670 +56%
LOAMS
868
Lombard Odier Asset Management (Switzerland)
Switzerland
$325K +$311K +1,871 New
PP
869
Palladium Partners
Virginia
$324K -$4.15K -25 -1%
KCM
870
Kanawha Capital Management
Virginia
$323K -$14.1K -85 -4%
SWM
871
SeaCrest Wealth Management
New York
$323K -$831 -5 -0.3%
DP
872
Dearborn Partners
Illinois
$323K +$309K +1,860 New
SWA
873
SOA Wealth Advisors
New York
$321K +$831 +5 +0.3%
AIA
874
Alera Investment Advisors
Illinois
$319K – – –
EP
875
Edgestream Partners
New Jersey
$319K +$305K +1,837 New
33 34
35
36 37