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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1026
Prossimo Advisors
California
$408K +$21.1K +95 +5%
M
1027
MOTCO
Texas
$408K +$15.8K +71 +4%
GI
1028
GLOBALT Investments
Georgia
$407K -$1.78K -8 -0.4%
JAG
1029
Journey Advisory Group
Kentucky
$405K – – –
FAFN
1030
First Affirmative Financial Network
Colorado
$405K +$55.3K +249 +16%
NPF
1031
Norris Perne & French
Michigan
$402K – – –
LGWM
1032
Litman Gregory Wealth Management
California
$402K – – –
CSWM
1033
Cassady Schiller Wealth Management
Ohio
$401K – – –
DA
1034
Dillon & Associates
Michigan
$401K – – –
NHT
1035
New Hampshire Trust
New Hampshire
$397K – – –
ML
1036
Mayport LLC
Massachusetts
$394K – – –
RIL
1037
Rothschild Investment LLC
Illinois
$394K -$72.1K -325 -16%
HCP
1038
Hexagon Capital Partners
Arkansas
$392K +$20.6K +93 +6%
AF
1039
Advisornet Financial
Minnesota
$392K +$21.1K +95 +6%
CWM
1040
Cahaba Wealth Management
Georgia
$391K – – –
ACM
1041
Advisors Capital Management
New Jersey
$391K +$14.4K +65 +4%
MA
1042
MCF Advisors
Kentucky
$389K +$2.22K +10 +0.6%
GWANC
1043
Guardian Wealth Advisors (North Carolina)
North Carolina
$389K +$131K +588 +51%
EL
1044
EWA LLC
Pennsylvania
$385K +$4.22K +19 +1%
CCP
1045
Clarkston Capital Partners
Michigan
$385K – – –
UFF
1046
USA Financial Formulas
Michigan
$385K -$30.2K -136 -7%
OWA
1047
Outlook Wealth Advisors
Texas
$383K +$20.9K +94 +6%
DWA
1048
Douglass Winthrop Advisors
New York
$381K -$10.7K -48 -3%
TPW
1049
Talon Private Wealth
Florida
$381K +$379K +1,708 New
SWA
1050
SOA Wealth Advisors
New York
$381K -$5.99K -27 -2%
40 41
42
43 44