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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
876
Integrated Wealth Concepts
Massachusetts
$293K – – –
MA
877
MUFG Americas
New York
$291K -$79.1K -502 -23%
AAMC
878
Asset Allocation & Management Company
Illinois
$290K – – –
DI
879
Diligent Investors
California
$290K – – –
KC
880
Kinloch Capital
Virginia
$289K +$3.47K +22 +1%
FHB
881
First Hawaiian Bank
Hawaii
$286K -$1.26K -8 -0.5%
SPP
882
Single Point Partners
Massachusetts
$285K +$264K +1,675 New
RMC
883
Resources Management Corp
Connecticut
$283K -$15.8K -100 -6%
KIG
884
Kessler Investment Group
Indiana
$282K -$19.2K -122 -7%
RIM
885
Rockbridge Investment Management
New York
$281K -$24.4K -155 -9%
NPF
886
Norris Perne & French
Michigan
$281K +$260K +1,650 New
AP
887
Appleton Partners
Massachusetts
$280K – – –
NL
888
NWAM LLC
Washington
$280K +$259K +1,640 New
EFS
889
Essex Financial Services
Connecticut
$278K +$43.4K +275 +20%
WB
890
WesBanco Bank
West Virginia
$276K – – –
MSFP
891
Mark Sheptoff Financial Planning
Connecticut
$274K – – –
PHAM
892
Palisades Hudson Asset Management
Florida
$274K – – –
NFC
893
Northeast Financial Consultants
Connecticut
$273K +$14.5K +92 +6%
HPWM
894
Highland Private Wealth Management
Washington
$271K +$2.68K +17 +1%
WSTAM
895
Wilbanks Smith & Thomas Asset Management
Virginia
$270K -$32.2K -204 -11%
CGA
896
Crescent Grove Advisors
Illinois
$270K +$250K +1,586 New
CM
897
Capital Management
Virginia
$269K -$2.68K -17 -1%
CAM
898
Carret Asset Management
New York
$269K – – –
LSA
899
Lion Street Advisors
Texas
$267K – – –
MCM
900
Manchester Capital Management
Vermont
$266K +$631 +4 +0.3%
34 35
36
37 38