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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1076
Herold Advisors
New York
$25.6K +$23.6K +150 New
DWA
1077
Delos Wealth Advisors
Texas
$24K – – –
MCC
1078
Money Concepts Capital
Florida
$22K +$20.3K +129 New
ANBT
1079
American National Bank & Trust
Texas
$22K +$20.5K +130 New
CG
1080
Cutler Group
California
$21K +$20.3K +129 New
CQS
1081
Credential Qtrade Securities
$20.6K – – –
SIC
1082
SJS Investment Consulting
Ohio
$20K +$473 +3 +3%
JWA
1083
JFS Wealth Advisors
Pennsylvania
$20K +$9.62K +61 +103%
MRCM
1084
M&R Capital Management
New Jersey
$19K – – –
CYG
1085
Clean Yield Group
Vermont
$19K +$7.88K +50 +83%
JWM
1086
Janiczek Wealth Management
Colorado
$18K -$2.37K -15 -13%
FFC
1087
First Financial Corp
Indiana
$18K – – –
HR
1088
Howe & Rusling
New York
$18K +$16.2K +103 New
SCA
1089
Stuart Chaussee & Associates
California
$17K -$13.9K -88 -48%
CAL
1090
Capital Analysts LLC
Pennsylvania
$17K – – –
JFA
1091
JNBA Financial Advisors
Minnesota
$17K – – –
FMP
1092
Financial Management Professionals
Texas
$17K +$5.67K +36 +55%
KFI
1093
Key Financial Inc
Pennsylvania
$17K +$12.6K +80 +421%
DWMG
1094
DB Wealth Management Group
California
$16K – – –
SC
1095
Seldon Capital
California
$15K – – –
ADL
1096
Asset Dedication LLC
California
$14K -$9.77K -62 -43%
OC
1097
Oakworth Capital
Alabama
$14K – – –
M
1098
MOTCO
Texas
$14K +$13.2K +84 New
AIM
1099
Arcadia Investment Management
Michigan
$13K – – –
AP
1100
Atwood & Palmer
Missouri
$13K – – –
42 43
44
45 46