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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
876
Spire Wealth Management
Virginia
$317K +$73.9K +445 +32%
CCMG
877
Clark Capital Management Group
Pennsylvania
$316K +$35K +211 +13%
BCM
878
Brookstone Capital Management
Illinois
$314K +$21.3K +128 +7%
LGWM
879
Litman Gregory Wealth Management
California
$313K – – –
RIM
880
Rockbridge Investment Management
New York
$312K +$42.4K +255 +17%
IAA
881
Independent Advisor Alliance
North Carolina
$311K +$498 +3 +0.2%
KIG
882
Kessler Investment Group
Indiana
$309K -$217K -1,304 -42%
YMRC
883
Yorktown Management & Research Company
Virginia
$309K -$52.3K -315 -15%
NB
884
NBT Bank
New York
$309K – – –
CSWM
885
Cassady Schiller Wealth Management
Ohio
$309K +$295K +1,776 New
RMC
886
Resources Management Corp
Connecticut
$306K -$6.64K -40 -2%
CG
887
Colony Group
Massachusetts
$305K +$292K +1,756 New
AMR
888
Asset Management Resources
Massachusetts
$305K +$292K +1,757 New
WMA
889
Wealth Management Associates
New Jersey
$305K +$16.6K +100 +6%
IBOK
890
Independence Bank of Kentucky
Kentucky
$302K -$39.9K -240 -12%
CCP
891
Clarkston Capital Partners
Michigan
$300K – – –
FA
892
Fermata Advisors
California
$300K +$14.5K +87 +5%
WANY
893
Wealthspire Advisors (New York)
New York
$299K -$1.47M -8,828 -84%
IWC
894
Integrated Wealth Concepts
Massachusetts
$298K -$5.65K -34 -2%
BC
895
Bridgefront Capital
Texas
$297K -$105K -632 -27%
BFM
896
Boston Financial Management
Massachusetts
$296K +$997 +6 +0.4%
AC
897
Asio Capital
Kentucky
$295K – – –
DI
898
Diligent Investors
California
$295K – – –
AAMC
899
Asset Allocation & Management Company
Illinois
$295K +$282K +1,700 New
FHB
900
First Hawaiian Bank
Hawaii
$293K -$38.4K -231 -12%
34 35
36
37 38