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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMH
1151
Polymer Capital Management (HK)
Hong Kong
$282K +$288K +1,398 New
HI
1152
Harbour Investments
Wisconsin
$281K -$88.4K -430 -24%
KFC
1153
Klingenstein Fields & Co
New York
$281K – – –
PCM
1154
Pointe Capital Management
Michigan
$281K – – –
CH
1155
Cromwell Holdings
Wyoming
$280K – – –
FWP
1156
FAS Wealth Partners
Kansas
$280K +$617 +3 +0.2%
RSWM
1157
Robertson Stephens Wealth Management
California
$278K +$29.4K +143 +12%
MWA
1158
Mills Wealth Advisors
Texas
$278K +$283K +1,378 New
CCFM
1159
Clear Creek Financial Management
Washington
$278K +$43.4K +211 +18%
ACC
1160
Acorn Creek Capital
Colorado
$276K -$9.46K -46 -3%
BONH
1161
Bank of New Hampshire
New Hampshire
$276K -$13.4K -65 -5%
LAS
1162
Legacy Advisory Services
Pennsylvania
$274K +$1.23K +6 +0.4%
WS
1163
Wedbush Securities
California
$274K -$61.5K -299 -18%
MPI
1164
Mairs & Power Inc
Minnesota
$273K -$3.7K -18 -1%
HIC
1165
Hartline Investment Corp
Illinois
$272K -$1.28M -6,239 -82%
LAM
1166
Lewis Asset Management
California
$272K +$278K +1,352 New
DI
1167
Diligent Investors
California
$272K -$15.4K -75 -5%
RHJA
1168
Rice Hall James & Associates
California
$272K – – –
DWM
1169
Drive Wealth Management
Utah
$272K -$35.2K -171 -11%
PCP
1170
Proficio Capital Partners
Massachusetts
$271K -$399K -1,940 -59%
RA
1171
RFG Advisory
Alabama
$270K -$7.2K -35 -3%
OL
1172
OneFund LLC
Florida
$270K +$9.67K +47 +4%
EP
1173
Essential Partners
California
$269K +$228K +1,107 +481%
FMII
1174
Farmers & Merchants Investments Inc
Nebraska
$269K -$206 -1 -0.1%
BW
1175
Blalock Williams
Alabama
$269K +$15.6K +76 +6%
45 46
47
48 49