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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1001
Brookstone Capital Management
Illinois
$482K +$24.4K +108 +5%
AF
1002
Atala Financial
California
$481K – – –
PIM
1003
Penobscot Investment Management
Massachusetts
$479K -$452 -2 -0.1%
UFF
1004
USA Financial Formulas
Michigan
$478K +$84.9K +376 +21%
PCM
1005
Parsons Capital Management
Rhode Island
$475K – – –
BAM
1006
BTS Asset Management
Massachusetts
$473K +$489K +2,164 New
PA
1007
Procyon Advisors
Connecticut
$472K -$96.6K -428 -17%
EC
1008
EntryPoint Capital
New York
$470K +$197K +871 +68%
CCWM
1009
Cassaday & Co Wealth Management
Virginia
$469K +$10.2K +45 +2%
EA
1010
Everpar Advisors
Oklahoma
$468K +$27.5K +122 +6%
WFA
1011
WestHill Financial Advisors
California
$466K – – –
MG
1012
Mather Group
Illinois
$466K -$8.8K -39 -2%
EB
1013
Eastern Bank
Massachusetts
$465K – – –
TBA
1014
Tower Bridge Advisors
Pennsylvania
$464K – – –
AAP
1015
Arax Advisory Partners
Colorado
$463K +$32.3K +143 +13%
SHWM
1016
Smith & Howard Wealth Management
Georgia
$459K – – –
MWM
1017
Modera Wealth Management
New Jersey
$459K -$8.58K -38 -2%
TCWA
1018
Turtle Creek Wealth Advisors
Texas
$457K +$472K +2,089 New
CAM
1019
Congress Asset Management
Massachusetts
$456K – – –
ACM
1020
Andina Capital Management
Utah
$456K +$13.3K +59 +3%
CA
1021
Cornerstone Advisory
Maryland
$451K +$12K +53 +3%
GLA
1022
Good Life Advisors
Pennsylvania
$450K -$26K -115 -5%
CG
1023
Cynosure Group
Utah
$448K -$3.61K -16 -0.8%
TWA
1024
Talisman Wealth Advisors
New Jersey
$448K -$11.3K -50 -2%
SWM
1025
Stockman Wealth Management
Montana
$447K -$67.7K -300 -13%
39 40
41
42 43