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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
701
Reliant Investment Management
Tennessee
$244K – – –
SHWM
702
Smith & Howard Wealth Management
Georgia
$244K – – –
GA
703
Geller Advisors
New York
$244K +$228K +2,187 New
FRM
704
Fox Run Management
Connecticut
$243K +$228K +2,179 New
DI
705
Diligent Investors
California
$241K -$57.5K -550 -20%
JT
706
Jump Trading
Illinois
$241K +$226K +2,163 New
BDF
707
Balasa Dinverno & Foltz
$240K – – –
AWE
708
Avidian Wealth Enterprises
Texas
$240K +$225K +2,154 New
CF
709
Centaurus Financial
California
$238K +$223K +2,134 New
PNC
710
Park National Corp
Ohio
$236K – – –
CAW
711
Cornerstone Advisors (Washington)
Washington
$236K +$3.76K +36 +2%
BWAM
712
Boyd Watterson Asset Management
Ohio
$234K – – –
MSFP
713
Mark Sheptoff Financial Planning
Connecticut
$234K – – –
YMRC
714
Yorktown Management & Research Company
Virginia
$234K – – –
JIM
715
Jupiter Investment Management
United Kingdom
$233K +$219K +2,100 New
PWPS
716
Pinnacle Wealth Planning Services
Ohio
$232K -$11.7K -112 -5%
FAIM
717
Financial Advocates Investment Management
Washington
$232K +$218K +2,085 New
AWM
718
AE Wealth Management
Kansas
$231K +$7K +67 +3%
VVP
719
Venture Visionary Partners
Ohio
$230K +$216K +2,067 New
EW
720
Evoke Wealth
California
$227K +$51.3K +491 +32%
KCM
721
Kornitzer Capital Management
Kansas
$223K – – –
SCI
722
S&CO Inc
Massachusetts
$223K – – –
HAIM
723
Hunter Associates Investment Management
Pennsylvania
$223K +$209K +2,000 New
NB
724
Nicolet Bankshares
Wisconsin
$220K – – –
SL
725
Signition LP
New York
$219K +$206K +1,970 New
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