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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
876
Clarkston Capital Partners
Michigan
$268K
WMA
877
Wealth Management Associates
New Jersey
$267K
CA
878
Continuum Advisory
Idaho
$267K -$37.8K -236 -12%
HPWM
879
Highland Private Wealth Management
Washington
$266K +$18.6K +116 +7%
RWM
880
RKL Wealth Management
Pennsylvania
$265K +$64.7K +404 +31%
AAMC
881
Asset Allocation & Management Company
Illinois
$264K
DI
882
Diligent Investors
California
$264K
PAM
883
Paradigm Asset Management
New York
$264K +$272K +1,700 New
LSA
884
Lion Street Advisors
Texas
$262K +$481 +3 +0.2%
RP
885
Riverwater Partners
Wisconsin
$262K +$271K +1,688 New
RMC
886
Resources Management Corp
Connecticut
$261K +$3.37K +21 +1%
WSTAM
887
Wilbanks Smith & Thomas Asset Management
Virginia
$260K -$3.85K -24 -1%
KC
888
Kinloch Capital
Virginia
$260K -$3.21K -20 -1%
IAA
889
Independent Advisor Alliance
North Carolina
$259K -$17.6K -110 -6%
NPF
890
Norris Perne & French
Michigan
$256K
RFN
891
RDA Financial Network
Iowa
$256K +$264K +1,650 New
RIM
892
Rockbridge Investment Management
New York
$254K
PI
893
PFS Investments
Georgia
$254K +$262K +1,634 New
DA
894
Drake & Associates
Wisconsin
$252K +$260K +1,625 New
CIBC World Market
895
CIBC World Market
Ontario, Canada
$251K -$23.6K -147 -8%
B
896
Bailard
California
$251K +$9.62K +60 +4%
MSFP
897
Mark Sheptoff Financial Planning
Connecticut
$250K
PHAM
898
Palisades Hudson Asset Management
Florida
$249K
NL
899
NWAM LLC
Washington
$248K -$8.81K -55 -3%
CCA
900
Childress Capital Advisors
Texas
$248K +$17.1K +107 +7%