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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TM
1126
TigerOak Management
New Mexico
$236K -$501 -3 -0.2%
BWA
1127
Basecamp Wealth Advisors
Washington
$236K -$38.4K -230 -14%
CCG
1128
Cypress Capital Group
Florida
$234K +$235K +1,406 New
FDCP
1129
Foster Dykema Cabot & Partners
Massachusetts
$234K – – –
KFC
1130
Klingenstein Fields & Co
New York
$234K – – –
DT
1131
DV Trading
Illinois
$233K – – –
SGI
1132
Summit Global Investments
Utah
$233K -$403K -2,411 -63%
CH
1133
Cromwell Holdings
Wyoming
$232K +$501 +3 +0.2%
SFC
1134
SYM Financial Corp
Indiana
$231K -$67.2K -402 -22%
NL
1135
NWAM LLC
Washington
$231K -$16.2K -97 -7%
LAS
1136
Legacy Advisory Services
Pennsylvania
$231K +$1.34K +8 +0.6%
PMAM
1137
Picton Mahoney Asset Management
Ontario, Canada
$231K -$6.76M -40,435 -97%
LAM
1138
Lewis Asset Management
California
$230K +$20.4K +122 +10%
1WM
1139
1900 Wealth Management
Texas
$229K -$22.2K -133 -9%
BONH
1140
Bank of New Hampshire
New Hampshire
$228K – – –
DE
1141
Diversified Enterprises
Delaware
$228K -$53.8K -322 -19%
DWM
1142
Drive Wealth Management
Utah
$227K -$188K -1,125 -45%
IAAG
1143
Innovative Asset Advisors Group
Connecticut
$227K +$7.86K +47 +4%
OWA
1144
Outlook Wealth Advisors
Texas
$227K +$1.67K +10 +0.7%
HWA
1145
HCR Wealth Advisors
California
$226K -$12.7K -76 -5%
BL
1146
BFSG LLC
California
$226K – – –
RHJA
1147
Rice Hall James & Associates
California
$225K – – –
ESB
1148
Essex Savings Bank
Connecticut
$224K -$7.52K -45 -3%
EA
1149
Everpar Advisors
Oklahoma
$224K +$9.19K +55 +4%
FMII
1150
Farmers & Merchants Investments Inc
Nebraska
$222K -$669 -4 -0.3%
44 45
46
47 48