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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
976
Perpetual Investment Management
Australia
$209K +$199K +1,200 New
TFS
977
Thoroughbred Financial Services
Tennessee
$209K +$200K +1,207 New
SFA
978
Sequoia Financial Advisors
Ohio
$208K +$199K +1,197 New
MM
979
MQS Management
New York
$207K +$198K +1,193 New
SGI
980
Summit Global Investments
Utah
$206K +$197K +1,184 New
BONST
981
Bank of Nova Scotia Trust
Ontario, Canada
$206K +$197K +1,185 New
APP
982
Avantax Planning Partners
Iowa
$206K +$197K +1,186 New
DWM
983
Doyle Wealth Management
Florida
$205K +$196K +1,178 New
VC
984
Veracity Capital
Georgia
$204K +$195K +1,176 New
LPIC
985
LeJeune Puetz Investment Counsel
Michigan
$203K – – –
TC
986
Telemus Capital
Michigan
$202K +$193K +1,160 New
MA
987
Mutual Advisors
Nebraska
$201K +$192K +1,155 New
MAP
988
Milestone Advisory Partners
North Carolina
$200K +$191K +1,150 New
PMFA
989
Plante Moran Financial Advisors
Michigan
$199K +$28.1K +169 +17%
PCG
990
Private Capital Group
Connecticut
$197K +$1.83K +11 +1%
NFG
991
Next Financial Group
Texas
$190K +$98.2K +591 +117%
CWM
992
Curi Wealth Management
North Carolina
$188K +$180K +1,083 New
MPWT
993
MassMutual Private Wealth & Trust
Connecticut
$187K -$5.15K -31 -3%
CCM
994
Covington Capital Management
California
$186K – – –
GC
995
Garde Capital
Washington
$186K – – –
SCA
996
Snowden Capital Advisors
New York
$183K -$2.52M -15,179 -94%
ASBI
997
American State Bank (Iowa)
Iowa
$180K – – –
TC
998
TAP Consulting
Missouri
$178K +$170K +1,025 New
IA
999
IFP Advisors
Florida
$175K -$12.6K -76 -7%
CWP
1000
Concord Wealth Partners
Virginia
$175K +$87.2K +525 +109%
38 39
40
41 42