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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
901
Cassady Schiller Wealth Management
Ohio
$265K – – –
MA
902
Mutual Advisors
Nebraska
$264K +$284K +1,770 New
JFL
903
Jarislowsky, Fraser Ltd
Quebec, Canada
$263K -$513K -3,200 -64%
CCG
904
Cypress Capital Group
Florida
$262K -$16K -100 -5%
GCP
905
GSA Capital Partners
United Kingdom
$261K -$439K -2,739 -61%
UB
906
UMB Bank
Missouri
$260K -$2.73K -17 -1%
DAS
907
Dynamic Advisor Solutions
Arizona
$260K +$642 +4 +0.2%
CCP
908
Clarkston Capital Partners
Michigan
$258K – – –
RWM
909
RKL Wealth Management
Pennsylvania
$257K +$2.57K +16 +0.9%
DWM
910
Destination Wealth Management
California
$257K +$276K +1,720 New
SWP
911
Strategic Wealth Partners
Ohio
$257K -$17.6K -110 -6%
AAMC
912
Asset Allocation & Management Company
Illinois
$254K – – –
AWA
913
Arete Wealth Advisors
Illinois
$254K +$273K +1,701 New
RP
914
Riverwater Partners
Wisconsin
$252K +$160 +1 +0.1%
DI
915
Diligent Investors
California
$250K -$4.01K -25 -1%
IAA
916
Independent Advisor Alliance
North Carolina
$250K +$1.28K +8 +0.5%
RFN
917
RDA Financial Network
Iowa
$250K +$3.85K +24 +1%
CA
918
Continuum Advisory
Idaho
$246K -$11.9K -74 -4%
NPF
919
Norris Perne & French
Michigan
$246K – – –
CRI
920
Colonial River Investments
Virginia
$244K +$17.3K +108 +7%
RMC
921
Resources Management Corp
Connecticut
$243K -$8.02K -50 -3%
OL
922
Optas LLC
Texas
$242K +$5.29K +33 +2%
MSFP
923
Mark Sheptoff Financial Planning
Connecticut
$240K – – –
PHAM
924
Palisades Hudson Asset Management
Florida
$240K – – –
RA
925
RFG Advisory
Alabama
$240K +$4.65K +29 +2%
35 36
37
38 39