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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WWS
1076
Wellington Wealth Strategies
Indiana
$291K +$282K +1,414 New
BEAM
1077
Baker Ellis Asset Management
Washington
$291K +$281K +1,412 New
CWP
1078
Capital Wealth Planning
Florida
$288K – – –
ACM
1079
Advisors Capital Management
New Jersey
$288K +$278K +1,397 New
IC
1080
Inscription Capital
Texas
$287K -$3.99K -20 -1%
UB
1081
Umpqua Bank
Oregon
$287K +$278K +1,395 New
GWM
1082
Gitterman Wealth Management
New Jersey
$287K +$278K +1,393 New
FIM
1083
Fernwood Investment Management
Massachusetts
$285K +$36.3K +182 +15%
SIM
1084
Stratos Investment Management
Ohio
$283K +$10.8K +54 +4%
KFC
1085
Klingenstein Fields & Co
New York
$282K -$1.2K -6 -0.4%
FNT
1086
First Nebraska Trust
Nebraska
$281K +$31.3K +157 +13%
TC
1087
Trilogy Capital
California
$280K +$271K +1,360 New
PP
1088
Patron Partners
Texas
$279K -$16.5K -83 -6%
RHJA
1089
Rice Hall James & Associates
California
$278K – – –
UB
1090
UMB Bank
Missouri
$278K +$996 +5 +0.4%
RMC
1091
Resources Management Corp
Connecticut
$276K -$19.9K -100 -7%
HCP
1092
Hexagon Capital Partners
Arkansas
$276K +$43.8K +220 +20%
FMII
1093
Farmers & Merchants Investments Inc
Nebraska
$276K – – –
EW
1094
Evoke Wealth
California
$276K +$267K +1,338 New
VFA
1095
Voya Financial Advisors
Connecticut
$276K +$399 +2 +0.1%
SGI
1096
Summit Global Investments
Utah
$275K -$1.53M -7,669 -85%
DWM
1097
Drive Wealth Management
Utah
$275K -$5.58K -28 -2%
LAS
1098
Legacy Advisory Services
Pennsylvania
$274K +$996 +5 +0.4%
SW
1099
SlateStone Wealth
Florida
$273K +$28.9K +145 +12%
AP
1100
Appleton Partners
Massachusetts
$272K -$27.1K -136 -9%
42 43
44
45 46