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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
901
Kinloch Capital
Virginia
$291K – – –
AP
902
Appleton Partners
Massachusetts
$285K +$15.1K +91 +6%
SPC
903
Sigma Planning Corp
Michigan
$284K +$166 +1 +0.1%
WB
904
WesBanco Bank
West Virginia
$282K -$63.5K -382 -19%
MSFP
905
Mark Sheptoff Financial Planning
Connecticut
$280K +$1.5K +9 +0.6%
PHAM
906
Palisades Hudson Asset Management
Florida
$279K +$4.65K +28 +2%
CM
907
Capital Management
Virginia
$278K – – –
CAM
908
Carret Asset Management
New York
$275K – – –
SWP
909
Strategic Wealth Partners
Ohio
$275K +$14.1K +85 +6%
HPWM
910
Highland Private Wealth Management
Washington
$274K +$14.8K +89 +6%
LSA
911
Lion Street Advisors
Texas
$273K -$498 -3 -0.2%
MCM
912
Manchester Capital Management
Vermont
$271K – – –
B
913
Bailard
California
$270K – – –
JC
914
JB Capital
Connecticut
$270K +$258K +1,552 New
FF
915
FourThought Financial
Florida
$269K -$23.8K -143 -8%
DA
916
Dillon & Associates
Michigan
$269K – – –
YIA
917
YHB Investment Advisors
Connecticut
$264K -$9.97K -60 -4%
PP
918
PFS Partners
New Jersey
$263K +$251K +1,514 New
DWM
919
Dakota Wealth Management
Florida
$263K +$2.82K +17 +1%
NFC
920
Northeast Financial Consultants
Connecticut
$262K -$7.47K -45 -3%
T
921
TOBAM
France
$261K -$38.7K -233 -13%
MAM
922
Magellan Asset Management
Australia
$259K +$44K +265 +22%
TAIM
923
TD Ameritrade Investment Management
Nebraska
$258K +$124K +749 +102%
MPI
924
Mairs & Power Inc
Minnesota
$258K +$247K +1,484 New
PP
925
Patron Partners
Texas
$257K -$332 -2 -0.1%
35 36
37
38 39