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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
951
Signal Advisors Wealth
Michigan
$597K +$555K +2,448 New
AWM
952
Aberdeen Wealth Management
Illinois
$594K – – –
GLA
953
Great Lakes Advisors
Illinois
$590K +$53.1K +234 +11%
ACM
954
Advisors Capital Management
New Jersey
$590K +$51K +225 +10%
SL
955
SWMG LLC
Texas
$589K -$5.45K -24 -0.9%
GFP
956
Gryphon Financial Partners
Ohio
$583K +$91.7K +404 +20%
FCG
957
Fielder Capital Group
Tennessee
$582K +$14.7K +65 +3%
AIM
958
Advyzon Investment Management
Illinois
$582K +$285K +1,256 +111%
PMSA
959
Patrick M. Sweeney & Associates
Illinois
$578K – – –
PIA
960
Powell Investment Advisors
Florida
$576K – – –
PI
961
PFG Investments
New York
$575K +$71.7K +316 +15%
DOA
962
D'Orazio & Associates
Virginia
$572K +$2.5K +11 +0.5%
SWM
963
Stockman Wealth Management
Montana
$572K -$3.4K -15 -0.6%
LFA
964
Legacy Financial Advisors
Kentucky
$572K +$5.9K +26 +1%
WS
965
Wela Strategies
Georgia
$567K +$528K +2,325 New
OCBCO
966
Oversea-Chinese Banking Corp (OCBC)
Singapore
$567K -$486K -2,140 -48%
IWM
967
IHT Wealth Management
Illinois
$563K +$10.4K +46 +2%
KP
968
Keel Point
Alabama
$559K +$126K +554 +32%
NWMG
969
National Wealth Management Group
Ohio
$558K +$518K +2,285 New
AA
970
Alta Advisers
United Kingdom
$556K +$159K +700 +44%
BAM
971
Berkshire Asset Management
Pennsylvania
$550K +$124K +545 +29%
SPC
972
Sigma Planning Corp
Michigan
$550K -$16.3K -72 -3%
IA
973
Intellus Advisors
Florida
$547K +$238K +1,050 +88%
LFM
974
LGT Fund Management
Liechtenstein
$547K – – –
GS
975
GTS Securities
Florida
$546K -$775K -3,418 -60%
37 38
39
40 41