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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1001
LVW Advisors
New York
$207K +$205K +1,253 New
CGA
1002
Crescent Grove Advisors
Illinois
$206K -$55.8K -341 -21%
IAIM
1003
International Assets Investment Management
Florida
$206K +$204K +1,245 New
MPWT
1004
MassMutual Private Wealth & Trust
Connecticut
$206K +$20.9K +128 +11%
NCM
1005
Northside Capital Management
Oregon
$204K +$202K +1,235 New
MRWM
1006
ML&R Wealth Management
Texas
$203K +$201K +1,229 New
EHC
1007
Everett Harris & Co
California
$203K +$201K +1,229 New
CPO
1008
Cerity Partners OCIO
New York
$201K +$199K +1,218 New
CIA
1009
Choate Investment Advisors
Massachusetts
$201K +$198K +1,213 New
RPC
1010
Rossmore Private Capital
Connecticut
$201K +$198K +1,213 New
NEPPG
1011
New England Professional Planning Group
Rhode Island
$200K +$198K +1,211 New
MC
1012
Middleton & Co
Massachusetts
$200K +$198K +1,210 New
LPIC
1013
LeJeune Puetz Investment Counsel
Michigan
$193K – – –
IBOK
1014
Independence Bank of Kentucky
Kentucky
$191K -$22.9K -140 -11%
HT
1015
Headlands Technologies
Illinois
$191K +$189K +1,155 New
HCM
1016
Hollencrest Capital Management
California
$190K +$188K +1,149 New
RTC
1017
Riverview Trust Company
Washington
$186K +$34.3K +210 +23%
DFCM
1018
Dark Forest Capital Management
Puerto Rico
$183K +$181K +1,106 New
GC
1019
Garde Capital
Washington
$182K +$4.74K +29 +3%
SWM
1020
Spire Wealth Management
Virginia
$174K +$18.8K +115 +12%
MAM
1021
Magellan Asset Management
Australia
$173K -$48.1K -294 -22%
IGWM
1022
ICA Group Wealth Management
Colorado
$168K -$233K -1,426 -58%
DWA
1023
Dougherty Wealth Advisers
Minnesota
$163K – – –
ASBI
1024
American State Bank (Iowa)
Iowa
$161K -$9.81K -60 -6%
CTC
1025
Central Trust Company
Missouri
$161K +$9.16K +56 +6%
39 40
41
42 43