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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1001
Congress Asset Management
Massachusetts
$421K – – –
JWCA
1002
J.W. Cole Advisors
Florida
$415K -$62.9K -306 -13%
TWA
1003
Talisman Wealth Advisors
New Jersey
$413K – – –
WPW
1004
Waldron Private Wealth
Pennsylvania
$412K +$86.4K +420 +26%
SWM
1005
Stockman Wealth Management
Montana
$412K – – –
GIA
1006
Gladstone Institutional Advisory
Florida
$411K +$35.4K +172 +9%
KIG
1007
Kessler Investment Group
Indiana
$411K -$617 -3 -0.1%
MIM
1008
Merrion Investment Management
New Jersey
$409K – – –
CG
1009
Cynosure Group
Utah
$409K -$4.32K -21 -1%
NL
1010
NWAM LLC
Washington
$405K +$29K +141 +7%
SWP
1011
Stratos Wealth Partners
Ohio
$404K +$15.6K +76 +4%
DOA
1012
D'Orazio & Associates
Virginia
$403K -$58.4K -284 -12%
HCM
1013
Hutchinson Capital Management
California
$403K – – –
KCM
1014
Kornitzer Capital Management
Kansas
$403K – – –
SCI
1015
S&CO Inc
Massachusetts
$403K – – –
TB
1016
Terril Brothers
Missouri
$403K +$189K +920 +85%
KP
1017
Keel Point
Alabama
$396K -$98.5K -479 -20%
GAM
1018
GEM Asset Management
Michigan
$395K +$399K +1,938 New
WCM
1019
Wallace Capital Management
Texas
$395K – – –
CFG
1020
CKW Financial Group
Hawaii
$393K +$823 +4 +0.2%
GWA
1021
Gratus Wealth Advisors
Virginia
$392K – – –
UFF
1022
USA Financial Formulas
Michigan
$392K -$49.8K -242 -11%
NFC
1023
Northstar Financial Companies
Pennsylvania
$391K – – –
PVI
1024
Pine Valley Investments
New Jersey
$389K +$28.6K +139 +8%
SAG
1025
SageView Advisory Group
California
$389K +$152K +738 +62%
39 40
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