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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1001
Capital Wealth Planning
Florida
$266K – – –
AWM
1002
Aprio Wealth Management
Georgia
$263K +$265K +1,384 New
YIA
1003
YHB Investment Advisors
Connecticut
$262K – – –
KFC
1004
Klingenstein Fields & Co
New York
$262K +$1.15K +6 +0.4%
CTC
1005
Central Trust Company
Missouri
$261K – – –
UB
1006
UMB Bank
Missouri
$260K +$14.6K +76 +6%
OP
1007
ORG Partners
Indiana
$260K +$261K +1,364 New
JIC
1008
Joel Isaacson & Co
New York
$259K -$1.73K -9 -0.7%
GT
1009
Glenview Trust
Kentucky
$258K -$4.98K -26 -2%
CPA
1010
Court Place Advisors
Maryland
$257K – – –
RHJA
1011
Rice Hall James & Associates
California
$257K – – –
VC
1012
Vicus Capital
Pennsylvania
$256K +$258K +1,346 New
AAM
1013
Alphadyne Asset Management
New York
$256K +$258K +1,345 New
GLA
1014
Great Lakes Advisors
Illinois
$256K +$4.22K +22 +2%
FMII
1015
Farmers & Merchants Investments Inc
Nebraska
$255K – – –
SPWM
1016
Spartan Planning & Wealth Management
North Carolina
$253K +$255K +1,332 New
NL
1017
NWAM LLC
Washington
$252K -$57.9K -302 -19%
RIM
1018
Redwood Investment Management
Arizona
$251K +$253K +1,321 New
EWA
1019
EP Wealth Advisors
California
$250K +$252K +1,316 New
CCA
1020
Childress Capital Advisors
Texas
$250K +$252K +1,313 New
RP
1021
Riverwater Partners
Wisconsin
$250K -$27K -141 -10%
EFG
1022
Ethos Financial Group
Pennsylvania
$248K +$250K +1,304 New
AA
1023
Alta Advisers
United Kingdom
$247K – – –
DWM
1024
Drive Wealth Management
Utah
$247K +$15.9K +83 +7%
CFP
1025
Catalyst Financial Partners
Massachusetts
$246K +$20.9K +109 +9%
39 40
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42 43