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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MRWM
976
ML&R Wealth Management
Texas
$264K +$16.7K +94 +7%
CWP
977
Capital Wealth Planning
Florida
$263K -$13.1K -74 -5%
PWMG
978
Prestige Wealth Management Group
New Jersey
$261K -$45.3K -255 -16%
GT
979
Glenview Trust
Kentucky
$260K – – –
CT
980
Columbia Trust
Oregon
$259K +$887 +5 +0.4%
YIA
981
YHB Investment Advisors
Connecticut
$259K – – –
CTC
982
Central Trust Company
Missouri
$258K – – –
JIC
983
Joel Isaacson & Co
New York
$258K – – –
KFC
984
Klingenstein Fields & Co
New York
$258K – – –
CHP
985
Cable Hill Partners
Oregon
$257K -$52K -293 -18%
LFA
986
LGT Financial Advisors
Texas
$257K – – –
NED
987
Nancy E. Dempze
$255K – – –
CPA
988
Court Place Advisors
Maryland
$254K – – –
RHJA
989
Rice Hall James & Associates
California
$254K – – –
NFG
990
Nations Financial Group
Iowa
$252K +$18.1K +102 +8%
FMII
991
Farmers & Merchants Investments Inc
Nebraska
$252K – – –
DBT
992
Dubuque Bank & Trust
Iowa
$251K +$237K +1,333 New
GLA
993
Great Lakes Advisors
Illinois
$249K +$3.73K +21 +2%
PWMG
994
Provence Wealth Management Group
California
$246K +$232K +1,309 New
PCS
995
Personal CFO Solutions
New Jersey
$246K -$379K -2,136 -62%
AA
996
Alta Advisers
United Kingdom
$245K – – –
USCWA
997
U.S. Capital Wealth Advisors
Texas
$244K +$230K +1,298 New
OWP
998
Obermeyer Wealth Partners
Colorado
$243K – – –
UB
999
UMB Bank
Missouri
$242K +$2.48K +14 +1%
RT
1000
Rockland Trust
Massachusetts
$242K -$17.9K -101 -7%
38 39
40
41 42