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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
1176
Mairs & Power Inc
Minnesota
$292K – – –
KFC
1177
Klingenstein Fields & Co
New York
$291K – – –
HFM
1178
Harvest Fund Management
China
$291K -$171K -773 -36%
CA
1179
Continuum Advisory
Idaho
$291K +$21.5K +97 +8%
SFS
1180
Stiles Financial Services
Minnesota
$290K +$18.2K +82 +6%
MW
1181
Marcum Wealth
Ohio
$289K -$444 -2 -0.1%
HCM
1182
Hollencrest Capital Management
California
$287K – – –
RHJA
1183
Rice Hall James & Associates
California
$287K – – –
RA
1184
RFG Advisory
Alabama
$287K -$15.8K -71 -5%
LAS
1185
Legacy Advisory Services
Pennsylvania
$286K +$1.11K +5 +0.4%
SEIA
1186
Signature Estate & Investment Advisors
California
$285K -$24.6K -111 -8%
YIA
1187
YHB Investment Advisors
Connecticut
$285K -$10.9K -49 -4%
FMII
1188
Farmers & Merchants Investments Inc
Nebraska
$284K – – –
HWA
1189
HCR Wealth Advisors
California
$284K -$28.6K -129 -9%
CT
1190
Colonial Trust
South Carolina
$283K +$42.8K +193 +17%
MEG
1191
Millstone Evans Group
Colorado
$281K +$294K +1,325 New
GWM
1192
Geneos Wealth Management
Colorado
$281K +$10.4K +47 +4%
ACP
1193
Aveo Capital Partners
Colorado
$281K -$13.8K -62 -4%
NED
1194
Nancy E. Dempze
$278K -$4.44K -20 -2%
GVAG
1195
Great Valley Advisor Group
Delaware
$277K +$290K +1,305 New
OL
1196
OneFund LLC
Florida
$277K +$2.22K +10 +0.8%
RMC
1197
Resources Management Corp
Connecticut
$276K -$5.55K -25 -2%
VC
1198
Vestor Capital
Illinois
$274K +$2.22K +10 +0.8%
FOA
1199
Five Oceans Advisors
California
$274K -$14.4K -65 -5%
RPC
1200
Rossmore Private Capital
Connecticut
$273K +$26.6K +120 +10%
46 47
48
49 50