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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RHJA
951
Rice Hall James & Associates
California
$210K – – –
LFA
952
Legacy Financial Advisors
Kentucky
$209K +$216K +1,345 New
IC
953
Intersect Capital
California
$208K -$18.9K -118 -8%
WPW
954
Waldron Private Wealth
Pennsylvania
$206K +$213K +1,331 New
WFA
955
WestHill Financial Advisors
California
$204K -$3.04K -19 -1%
MAM
956
Magellan Asset Management
Australia
$203K -$13K -81 -6%
DOA
957
D'Orazio & Associates
Virginia
$203K +$209K +1,306 New
JF
958
Jump Financial
Illinois
$203K +$209K +1,306 New
GFP
959
Gryphon Financial Partners
Ohio
$203K +$210K +1,312 New
FA
960
Fermata Advisors
California
$202K -$27.2K -170 -12%
EHC
961
Everett Harris & Co
California
$202K +$208K +1,300 New
CCMG
962
Clark Capital Management Group
Pennsylvania
$201K -$23.4K -146 -10%
IBOK
963
Independence Bank of Kentucky
Kentucky
$201K -$3.21K -20 -2%
BEI
964
Benjamin Edwards Inc
Missouri
$201K +$28.8K +180 +16%
FF
965
FourThought Financial
Florida
$200K -$36.5K -228 -15%
OWP
966
Obermeyer Wealth Partners
Colorado
$200K +$6.41K +40 +3%
FMII
967
Farmers & Merchants Investments Inc
Nebraska
$198K – – –
PWMG
968
Prestige Wealth Management Group
New Jersey
$195K +$53.7K +335 +36%
PFS
969
Prospera Financial Services
Texas
$191K -$25.5K -159 -11%
HIA
970
Harbor Investment Advisory
Maryland
$190K – – –
TAIM
971
TD Ameritrade Investment Management
Nebraska
$188K -$29.2K -182 -13%
ETC
972
Exchange Traded Concepts
Oklahoma
$187K +$45.8K +286 +31%
LPIC
973
LeJeune Puetz Investment Counsel
Michigan
$181K – – –
CCM
974
Covington Capital Management
California
$169K +$3.04K +19 +2%
GC
975
Garde Capital
Washington
$166K – – –
37 38
39
40 41