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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1001
Apriem Advisors
California
$368K +$356K +1,786 New
UFF
1002
USA Financial Formulas
Michigan
$366K -$1.23M -6,150 -78%
NHT
1003
New Hampshire Trust
New Hampshire
$366K – – –
ML
1004
Mayport LLC
Massachusetts
$364K +$352K +1,768 New
RFN
1005
RDA Financial Network
Iowa
$363K +$10.6K +53 +3%
IAS
1006
Insigneo Advisory Services
Florida
$362K +$31.3K +157 +10%
MC
1007
Moors & Cabot
Massachusetts
$360K -$56.6K -284 -14%
IAA
1008
Independent Advisor Alliance
North Carolina
$359K +$11.8K +59 +4%
SCM
1009
Stevens Capital Management
Pennsylvania
$357K -$1.24M -6,226 -78%
CCP
1010
Clarkston Capital Partners
Michigan
$355K – – –
LAM
1011
L2 Asset Management
Massachusetts
$353K +$23.9K +120 +8%
KC
1012
Kinloch Capital
Virginia
$352K +$5.58K +28 +2%
DWA
1013
Douglass Winthrop Advisors
New York
$352K +$101K +508 +42%
JFL
1014
Jarislowsky, Fraser Ltd
Quebec, Canada
$350K – – –
MA
1015
MCF Advisors
Kentucky
$350K +$996 +5 +0.3%
EL
1016
EWA LLC
Pennsylvania
$349K +$1.79K +9 +0.5%
SWP
1017
Strategic Wealth Partners
Ohio
$347K +$22.5K +113 +7%
MPPW
1018
Mitchell & Pahl Private Wealth
Oklahoma
$346K -$14.2K -71 -4%
EWA
1019
EP Wealth Advisors
California
$342K -$8.97K -45 -3%
TCWA
1020
Turtle Creek Wealth Advisors
Texas
$338K +$236K +1,185 +259%
MWA
1021
Meridian Wealth Advisors
Texas
$337K +$399 +2 +0.1%
M
1022
MOTCO
Texas
$337K +$325K +1,632 +40,800%
IDBONY
1023
Israel Discount Bank of New York
New York
$336K -$95.1K -477 -23%
PPC
1024
Park Place Capital
Alabama
$336K -$17.7K -89 -5%
DWM
1025
Dechtman Wealth Management
Colorado
$335K +$399 +2 +0.1%
39 40
41
42 43