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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1051
Fernwood Investment Management
Massachusetts
$228K – – –
GFL
1052
Granite FO LLC
New Hampshire
$228K – – –
NJBEST
1053
New Jersey Better Educational Savings Trust
New Jersey
$228K – – –
PFA
1054
Pathway Financial Advisors
Vermont
$228K – – –
PL
1055
Perpetual Ltd
Australia
$228K – – –
TC
1056
Telemus Capital
Michigan
$228K -$42.7K -223 -16%
WFA
1057
WestHill Financial Advisors
California
$227K -$8.05K -42 -3%
RPC
1058
Rossmore Private Capital
Connecticut
$226K -$5.37K -28 -2%
IAS
1059
Insigneo Advisory Services
Florida
$225K +$227K +1,183 New
GKWIM
1060
Gerber Kawasaki Wealth & Investment Management
California
$225K +$226K +1,181 New
MAP
1061
Milestone Advisory Partners
North Carolina
$224K – – –
FWA
1062
FSM Wealth Advisors
Ohio
$222K +$223K +1,164 New
KP
1063
Keel Point
Alabama
$221K +$4.79K +25 +2%
TIA
1064
Trust Investment Advisors
Indiana
$221K +$222K +1,160 New
HCM
1065
Hollencrest Capital Management
California
$219K – – –
KA
1066
Kure Advisory
Minnesota
$218K +$220K +1,148 New
BMO
1067
Beck Mack & Oliver
New York
$213K – – –
AF
1068
Allworth Financial
California
$213K +$35.8K +187 +20%
RWA
1069
Ropes Wealth Advisors
Massachusetts
$212K +$214K +1,114 New
GWANC
1070
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K +$2.11K +11 +1%
RTC
1071
Riverview Trust Company
Washington
$211K -$2.88K -15 -1%
IGWM
1072
ICA Group Wealth Management
Colorado
$211K +$2.88K +15 +1%
FFA
1073
First Foundation Advisors
California
$209K -$83.4K -435 -28%
BI
1074
Ballast Inc
Kentucky
$208K – – –
WA
1075
Waverly Advisors
Alabama
$208K +$210K +1,095 New
41 42
43
44 45