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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1051
Gilbert & Cook
Iowa
$392K – – –
WCA
1052
Westover Capital Advisors
Delaware
$391K – – –
CPIG
1053
Chicago Partners Investment Group
Illinois
$391K +$154K +695 +60%
CSWM
1054
Cassady Schiller Wealth Management
Ohio
$391K +$9.54K +43 +2%
CA
1055
Cornerstone Advisory
Maryland
$391K +$20.9K +94 +6%
ECM
1056
Evergreen Capital Management
Washington
$391K -$16.2K -73 -4%
RMCM
1057
Reynders McVeigh Capital Management
Massachusetts
$387K -$61K -275 -13%
LWP
1058
LeClair Wealth Partners
Ohio
$387K +$404K +1,821 New
DWP
1059
Daymark Wealth Partners
Ohio
$384K +$96.1K +433 +32%
TCM
1060
Tuttle Capital Management
Connecticut
$384K +$103K +464 +35%
NPF
1061
Norris Perne & French
Michigan
$383K – – –
LGWM
1062
Litman Gregory Wealth Management
California
$382K – – –
HDA
1063
Harold Davidson & Associates
California
$382K +$399K +1,800 New
DA
1064
Dillon & Associates
Michigan
$382K – – –
NFC
1065
Northstar Financial Companies
Pennsylvania
$380K +$396K +1,787 New
NHT
1066
New Hampshire Trust
New Hampshire
$378K – – –
CCMG
1067
Clark Capital Management Group
Pennsylvania
$377K +$60.1K +271 +18%
RIL
1068
Rothschild Investment LLC
Illinois
$377K +$1.55K +7 +0.4%
RFN
1069
RDA Financial Network
Iowa
$376K +$20.4K +92 +5%
GWANC
1070
Guardian Wealth Advisors (North Carolina)
North Carolina
$376K +$5.55K +25 +1%
ML
1071
Mayport LLC
Massachusetts
$375K – – –
GI
1072
GLOBALT Investments
Georgia
$373K -$16K -72 -4%
CWM
1073
Cahaba Wealth Management
Georgia
$373K +$222 +1 +0.1%
DAS
1074
Dynamic Advisor Solutions
Arizona
$372K -$131K -590 -25%
MA
1075
MCF Advisors
Kentucky
$371K – – –
41 42
43
44 45