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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
926
Palisades Hudson Asset Management
Florida
$266K – – –
EF
927
Empowered Funds
Pennsylvania
$265K +$262K +1,602 New
RMC
928
Resources Management Corp
Connecticut
$265K -$5.07K -31 -2%
LNB
929
Ledyard National Bank
$265K -$29.4K -180 -10%
MC
930
Machina Capital
France
$265K -$352K -2,151 -57%
BOTW
931
Bank of the West
California
$262K -$36.8K -225 -12%
LSA
932
Lion Street Advisors
Texas
$262K +$654 +4 +0.3%
CM
933
Capital Management
Virginia
$261K – – –
CAM
934
Carret Asset Management
New York
$261K – – –
DI
935
Diligent Investors
California
$261K -$16.4K -100 -6%
AP
936
Appleton Partners
Massachusetts
$260K – – –
VFA
937
Voya Financial Advisors
Connecticut
$259K +$6.54K +40 +3%
AAS
938
Ameritas Advisory Services
Nebraska
$259K +$256K +1,564 New
B
939
Bailard
California
$257K – – –
KIG
940
Kessler Investment Group
Indiana
$257K +$3.43K +21 +1%
RIM
941
Rockbridge Investment Management
New York
$257K – – –
CA
942
Continuum Advisory
Idaho
$256K -$16K -98 -6%
GA
943
GraniteShares Advisors
New York
$255K -$42.2K -258 -14%
DA
944
Detalus Advisors
Missouri
$255K +$252K +1,541 New
IFG
945
Independent Financial Group
California
$254K +$251K +1,537 New
FFS
946
Founders Financial Securities
Maryland
$254K +$251K +1,534 New
BEI
947
Benjamin Edwards Inc
Missouri
$253K +$21.1K +129 +9%
PWMG
948
Prestige Wealth Management Group
New Jersey
$253K +$14.7K +90 +6%
FCA
949
Fortis Capital Advisors
Kansas
$252K +$249K +1,525 New
PP
950
Patron Partners
Texas
$251K +$7.2K +44 +3%
36 37
38
39 40