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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
926
Cassady Schiller Wealth Management
Ohio
$342K +$6.33K +33 +2%
IAA
927
Independent Advisor Alliance
North Carolina
$341K +$192 +1 +0.1%
WCA
928
Westover Capital Advisors
Delaware
$341K -$21.1K -110 -6%
ACM
929
Advance Capital Management
Michigan
$339K +$342K +1,784 New
MWM
930
Modera Wealth Management
New Jersey
$339K +$21.8K +114 +7%
MG
931
Mather Group
Illinois
$339K +$28.2K +147 +9%
NHT
932
New Hampshire Trust
New Hampshire
$338K – – –
OL
933
Optas LLC
Texas
$338K +$4.79K +25 +1%
MPPW
934
Mitchell & Pahl Private Wealth
Oklahoma
$338K -$8.82K -46 -3%
ECM
935
EagleClaw Capital Management
Massachusetts
$335K -$38.3K -200 -10%
AF
936
Advisornet Financial
Minnesota
$335K -$20.7K -108 -6%
MPWT
937
MassMutual Private Wealth & Trust
Connecticut
$333K +$34.5K +180 +11%
DTL
938
Dynamic Technology Lab
Singapore
$332K +$335K +1,747 New
BHCM
939
Brevan Howard Capital Management
Jersey
$331K +$333K +1,740 New
DBT
940
Dubuque Bank & Trust
Iowa
$329K +$76.1K +397 +30%
CCP
941
Clarkston Capital Partners
Michigan
$328K – – –
JFL
942
Jarislowsky, Fraser Ltd
Quebec, Canada
$324K – – –
PFS
943
Prospera Financial Services
Texas
$320K +$53.5K +279 +20%
KC
944
Kinloch Capital
Virginia
$320K -$4.6K -24 -1%
LCM
945
Landscape Capital Management
New Jersey
$319K +$321K +1,675 New
SGWM
946
Sterling Group Wealth Management
California
$316K – – –
SFS
947
Stiles Financial Services
Minnesota
$316K -$277K -1,444 -47%
VFA
948
Voya Financial Advisors
Connecticut
$315K -$1.92K -10 -0.6%
NPF
949
Norris Perne & French
Michigan
$314K – – –
BONST
950
Bank of Nova Scotia Trust
Ontario, Canada
$313K -$96.4K -503 -23%
36 37
38
39 40