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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
1051
First Trust Investment Solutions
Florida
$260K +$266K +1,374 New
DWM
1052
Drive Wealth Management
Utah
$258K +$11.8K +61 +5%
CPA
1053
Court Place Advisors
Maryland
$256K – – –
RHJA
1054
Rice Hall James & Associates
California
$256K – – –
CP
1055
Covenant Partners
Tennessee
$256K -$123K -639 -32%
UB
1056
UMB Bank
Missouri
$254K -$4.25K -22 -2%
RA
1057
RFG Advisory
Alabama
$254K +$259K +1,340 New
FMII
1058
Farmers & Merchants Investments Inc
Nebraska
$254K – – –
JIC
1059
Joel Isaacson & Co
New York
$253K -$5.22K -27 -2%
VFA
1060
Voya Financial Advisors
Connecticut
$253K -$56K -290 -18%
NL
1061
NWAM LLC
Washington
$252K +$1.16K +6 +0.5%
LAS
1062
Legacy Advisory Services
Pennsylvania
$251K +$256K +1,327 New
YIA
1063
YHB Investment Advisors
Connecticut
$251K -$9.66K -50 -4%
KI
1064
Kapitalo Investimentos
Brazil
$251K +$126K +650 +96%
SIM
1065
Stratos Investment Management
Ohio
$250K +$255K +1,321 New
PCIG
1066
Partners Capital Investment Group
Massachusetts
$249K +$254K +1,315 New
OL
1067
OneFund LLC
Florida
$247K +$252K +1,305 New
AA
1068
Alta Advisers
United Kingdom
$246K – – –
KP
1069
Keel Point
Alabama
$246K +$26.1K +135 +12%
AP
1070
Adero Partners
California
$245K +$4.83K +25 +2%
FWIA
1071
Fort Washington Investment Advisors
Ohio
$244K +$249K +1,289 New
BSC
1072
Brown Shipley & Co
United Kingdom
$243K – – –
VC
1073
Vestor Capital
Illinois
$243K +$92K +476 +59%
TCMP
1074
Thrive Capital Management (Pennsylvania)
Pennsylvania
$243K +$386 +2 +0.2%
NPA
1075
Nichols & Pratt Advisers
Massachusetts
$242K – – –
41 42
43
44 45