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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1126
Ignite Planners
California
$254K +$7.77K +39 +3%
SC
1127
Sapient Capital
Indiana
$253K -$34.9K -175 -12%
BI
1128
Ballast Inc
Kentucky
$253K – – –
SP
1129
Stablepoint Partners
Massachusetts
$252K +$244K +1,222 New
IGWM
1130
ICA Group Wealth Management
Colorado
$252K -$996 -5 -0.4%
PL
1131
Parthenon LLC
Kentucky
$250K +$242K +1,213 New
MFIM
1132
Mesirow Financial Investment Management
Illinois
$250K -$1.79K -9 -0.7%
SIA
1133
Schear Investment Advisers
Ohio
$250K +$242K +1,212 New
NEPPG
1134
New England Professional Planning Group
Rhode Island
$249K -$399 -2 -0.2%
IAIM
1135
International Assets Investment Management
Florida
$249K -$2.99K -15 -1%
CPA
1136
Court Place Advisors
Maryland
$247K -$29.9K -150 -11%
NJBEST
1137
New Jersey Better Educational Savings Trust
New Jersey
$247K – – –
PFA
1138
Pathway Financial Advisors
Vermont
$247K – – –
RCAG
1139
Rehmann Capital Advisory Group
Michigan
$247K -$6.97K -35 -3%
PL
1140
Perpetual Ltd
Australia
$247K – – –
GKWIM
1141
Gerber Kawasaki Wealth & Investment Management
California
$247K +$3.19K +16 +1%
ACP
1142
Aveo Capital Partners
Colorado
$246K +$247K +1,237 New
EHC
1143
Everett Harris & Co
California
$246K – – –
SP
1144
Systematic Portfolios
New York
$245K +$237K +1,191 New
RPC
1145
Rossmore Private Capital
Connecticut
$243K – – –
CMBA
1146
C.M. Bidwell & Associates
Hawaii
$243K -$399 -2 -0.2%
GWANC
1147
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$13.8K +69 +6%
RT
1148
Rockland Trust
Massachusetts
$242K -$15.5K -78 -6%
VC
1149
Vicus Capital
Pennsylvania
$241K +$233K +1,170 New
PP
1150
Paloma Partners
Connecticut
$240K -$195K -979 -46%
44 45
46
47 48