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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1126
YHB Investment Advisors
Connecticut
$310K +$13.3K +60 +5%
BBA
1127
Braun-Bostich & Associates
Pennsylvania
$310K +$26.9K +121 +10%
ACP
1128
Aveo Capital Partners
Colorado
$309K +$24.6K +111 +9%
FWA
1129
FSM Wealth Advisors
Ohio
$309K +$22.4K +101 +8%
DWP
1130
Daymark Wealth Partners
Ohio
$307K -$92.6K -417 -23%
MPI
1131
Mairs & Power Inc
Minnesota
$307K +$7.99K +36 +3%
KFC
1132
Klingenstein Fields & Co
New York
$306K – – –
PCM
1133
Pointe Capital Management
Michigan
$306K +$27.5K +124 +10%
PWMG
1134
Prestige Wealth Management Group
New Jersey
$305K -$276K -1,244 -48%
OP
1135
ORG Partners
Indiana
$304K -$14.4K -65 -5%
MW
1136
Marcum Wealth
Ohio
$304K -$51.1K -230 -14%
TWP
1137
Tyche Wealth Partners
Texas
$303K – – –
WA
1138
Waverly Advisors
Alabama
$302K -$5.11K -23 -2%
EHC
1139
Everett Harris & Co
California
$302K – – –
FOA
1140
Five Oceans Advisors
California
$302K +$301K +1,354 New
HCM
1141
Hollencrest Capital Management
California
$302K +$43.1K +194 +17%
CPA
1142
Court Place Advisors
Maryland
$301K – – –
RHJA
1143
Rice Hall James & Associates
California
$301K – – –
GAB
1144
German American Bancorp
Indiana
$300K -$19.5K -88 -6%
BB
1145
Busey Bank
Illinois
$299K +$2.66K +12 +0.9%
TCM
1146
Tuttle Capital Management
Connecticut
$299K +$38.6K +174 +15%
LAS
1147
Legacy Advisory Services
Pennsylvania
$299K +$1.11K +5 +0.4%
FMII
1148
Farmers & Merchants Investments Inc
Nebraska
$298K – – –
NED
1149
Nancy E. Dempze
$297K -$15.5K -70 -5%
RMC
1150
Resources Management Corp
Connecticut
$296K – – –
44 45
46
47 48