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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1126
Bolthouse Investments
California
$239K – – –
RMCM
1127
Reynders McVeigh Capital Management
Massachusetts
$238K -$12.7K -76 -5%
MFA
1128
Mayflower Financial Advisors
Massachusetts
$237K -$43K -257 -15%
MLRA
1129
Main Line Retirement Advisors
Montana
$237K +$167 +1 +0.1%
TM
1130
TigerOak Management
New Mexico
$236K -$501 -3 -0.2%
BWA
1131
Basecamp Wealth Advisors
Washington
$236K -$38.4K -230 -14%
CCG
1132
Cypress Capital Group
Florida
$234K +$235K +1,406 New
FDCP
1133
Foster Dykema Cabot & Partners
Massachusetts
$234K – – –
KFC
1134
Klingenstein Fields & Co
New York
$234K – – –
DT
1135
DV Trading
Illinois
$233K – – –
SGI
1136
Summit Global Investments
Utah
$233K -$403K -2,411 -63%
CH
1137
Cromwell Holdings
Wyoming
$232K +$501 +3 +0.2%
SFC
1138
SYM Financial Corp
Indiana
$231K -$67.2K -402 -22%
NL
1139
NWAM LLC
Washington
$231K -$16.2K -97 -7%
LAS
1140
Legacy Advisory Services
Pennsylvania
$231K +$1.34K +8 +0.6%
PMAM
1141
Picton Mahoney Asset Management
Ontario, Canada
$231K -$6.76M -40,435 -97%
LAM
1142
Lewis Asset Management
California
$230K +$20.4K +122 +10%
1WM
1143
1900 Wealth Management
Texas
$229K -$22.2K -133 -9%
BONH
1144
Bank of New Hampshire
New Hampshire
$228K – – –
DE
1145
Diversified Enterprises
Delaware
$228K -$53.8K -322 -19%
DWM
1146
Drive Wealth Management
Utah
$227K -$188K -1,125 -45%
IAAG
1147
Innovative Asset Advisors Group
Connecticut
$227K +$7.86K +47 +4%
OWA
1148
Outlook Wealth Advisors
Texas
$227K +$1.67K +10 +0.7%
HWA
1149
HCR Wealth Advisors
California
$226K -$12.7K -76 -5%
BL
1150
BFSG LLC
California
$226K – – –
44 45
46
47 48