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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1026
Wealth Management Associates
New Jersey
$246K +$18.4K +96 +8%
RT
1027
Rockland Trust
Massachusetts
$245K – – –
BSC
1028
Brown Shipley & Co
United Kingdom
$244K -$50.6K -264 -17%
TCMP
1029
Thrive Capital Management (Pennsylvania)
Pennsylvania
$243K +$192 +1 +0.1%
IP
1030
Ignite Planners
California
$243K +$9.97K +52 +4%
NPA
1031
Nichols & Pratt Advisers
Massachusetts
$243K – – –
LC
1032
Lindbrook Capital
California
$242K +$16.3K +85 +7%
AP
1033
Adero Partners
California
$241K -$383 -2 -0.2%
EHC
1034
Everett Harris & Co
California
$240K +$6.33K +33 +3%
TFCP
1035
Twin Focus Capital Partners
Massachusetts
$239K -$80.7K -421 -25%
NED
1036
Nancy E. Dempze
$238K -$20.1K -105 -8%
SAG
1037
SageView Advisory Group
California
$237K +$19.2K +100 +9%
NCM
1038
Northside Capital Management
Oregon
$235K – – –
PCM
1039
Pointe Capital Management
Michigan
$234K +$1.73K +9 +0.7%
WSTAM
1040
Wilbanks Smith & Thomas Asset Management
Virginia
$234K +$13.4K +70 +6%
CCMG
1041
Clark Capital Management Group
Pennsylvania
$232K +$3.64K +19 +2%
NEPPG
1042
New England Professional Planning Group
Rhode Island
$230K – – –
MC
1043
Middleton & Co
Massachusetts
$230K – – –
AAS
1044
Ameritas Advisory Services
Nebraska
$230K +$232K +1,209 New
FNT
1045
First Nebraska Trust
Nebraska
$230K +$231K +1,206 New
EW
1046
Evoke Wealth
California
$229K +$231K +1,205 New
NFG
1047
Nations Financial Group
Iowa
$229K -$26.6K -139 -10%
BA
1048
Bristlecone Advisors
Washington
$229K +$11.3K +59 +5%
MW
1049
Marcum Wealth
Ohio
$229K -$5.17K -27 -2%
DWA
1050
Douglass Winthrop Advisors
New York
$228K – – –
40 41
42
43 44