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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Spire Wealth Management
Virginia
$209K +$5.45K +36 +3%
KFC
902
Klingenstein Fields & Co
New York
$207K +$207K +1,370 New
BL
903
Balentine LLC
Georgia
$206K +$206K +1,360 New
WFA
904
WestHill Financial Advisors
California
$206K +$206K +1,361 New
EFS
905
Essex Financial Services
Connecticut
$205K -$67.8K -448 -25%
DWA
906
Douglass Winthrop Advisors
New York
$205K +$204K +1,351 New
MC
907
Machina Capital
France
$205K +$205K +1,357 New
SMA
908
Sage Mountain Advisors
Georgia
$204K +$204K +1,348 New
CPA
909
Court Place Advisors
Maryland
$204K +$204K +1,350 New
RHJA
910
Rice Hall James & Associates
California
$204K +$204K +1,350 New
ABTD
911
Arvest Bank Trust Division
Oklahoma
$203K -$32.7K -216 -14%
FMII
912
Farmers & Merchants Investments Inc
Nebraska
$194K -$9.98K -66 -5%
MAM
913
Magellan Asset Management
Australia
$185K +$51.6K +341 +39%
AII
914
AGF Investments Inc
Ontario, Canada
$182K -$3.77M -24,937 -95%
LPIC
915
LeJeune Puetz Investment Counsel
Michigan
$177K +$177K +1,168 New
HIA
916
Harbor Investment Advisory
Maryland
$172K – – –
PCG
917
Private Capital Group
Connecticut
$170K – – –
EBA
918
Eagle Bay Advisors
New York
$170K +$79.9K +528 +89%
MPWT
919
MassMutual Private Wealth & Trust
Connecticut
$168K -$9.53K -63 -5%
GC
920
Garde Capital
Washington
$162K – – –
CCM
921
Covington Capital Management
California
$162K +$454 +3 +0.3%
IA
922
IFP Advisors
Florida
$162K +$2.57K +17 +2%
ASBI
923
American State Bank (Iowa)
Iowa
$157K – – –
FGAM
924
Financial Gravity Asset Management
Texas
$151K – – –
DWA
925
Dougherty Wealth Advisers
Minnesota
$149K – – –
35 36
37
38 39