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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
701
Perigon Wealth Management
California
$1.18M -$10.7K -52 -0.9%
AIP
702
Ameritas Investment Partners
Nebraska
$1.17M -$27.9K -136 -2%
PS
703
Principal Securities
Iowa
$1.17M +$75.6K +368 +7%
NRS
704
Neville Rodie & Shaw
New York
$1.17M -$616K -3,000 -35%
PFG
705
Prosperity Financial Group
California
$1.16M -$39.4K -192 -3%
STA
706
Summit Trail Advisors
New York
$1.16M +$212K +1,030 +23%
LCM
707
Laurion Capital Management
New York
$1.16M +$1.13M +5,499 New
CNBT
708
Canandaigua National Bank & Trust
New York
$1.16M -$94.1K -458 -8%
MOS
709
MGO One Seven
Ohio
$1.15M +$84.2K +410 +8%
BHWM
710
Bar Harbor Wealth Management
New Hampshire
$1.14M +$46.2K +225 +4%
OC
711
Oppenheimer & Co
New York
$1.14M +$210K +1,024 +23%
CFAM
712
Center For Asset Management
Florida
$1.14M +$10.9K +53 +1%
DA
713
Dover Advisors
Virginia
$1.14M – – –
EWM
714
Empirical Wealth Management
Washington
$1.14M -$397K -1,931 -26%
BCM
715
Boltwood Capital Management
California
$1.12M -$32.3K -157 -3%
VFA
716
Valeo Financial Advisors
Indiana
$1.12M +$34.7K +169 +3%
LWAM
717
Legacy Wealth Asset Management
Minnesota
$1.11M +$487K +2,371 +82%
FW
718
FullCircle Wealth
Texas
$1.11M +$1.05M +5,090 New
AFA
719
AA Financial Advisors
Ohio
$1.1M -$21.8K -106 -2%
CI
720
Cigna Investments
Connecticut
$1.09M -$11.7K -57 -1%
CFP
721
Cascade Financial Partners
California
$1.08M – – –
WPA
722
West Paces Advisors
Georgia
$1.08M -$7.19K -35 -0.7%
CAG
723
Csenge Advisory Group
Florida
$1.08M +$267K +1,299 +34%
FCA
724
Fortis Capital Advisors
Kansas
$1.08M +$193K +939 +23%
MMHP
725
Murphy Middleton Hinkle & Parker
Georgia
$1.07M -$20.5K -100 -2%
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