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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
Aaron Wealth Advisors
Illinois
$898K +$92.6K +554 +11%
NP
727
NorthRock Partners
Minnesota
$893K -$38.3K -229 -4%
KCM
728
Kathmere Capital Management
Pennsylvania
$884K +$51.3K +307 +6%
ZIC
729
ZWJ Investment Counsel
Georgia
$883K +$885K +5,297 New
CAMV
730
Concord Asset Management (Virginia)
Virginia
$883K -$29.6K -177 -3%
LAM
731
LECAP Asset Management
United Kingdom
$879K +$882K +5,275 New
EPW
732
Evolve Private Wealth
California
$878K +$83.9K +502 +11%
NP
733
Nilsine Partners
Colorado
$873K -$4.85K -29 -0.6%
SM
734
Sciencast Management
New Jersey
$873K -$732K -4,377 -46%
DWT
735
Dorsey & Whitney Trust
South Dakota
$868K -$76.4K -457 -8%
HPIA
736
Hamilton Point Investment Advisors
North Carolina
$854K -$1.67K -10 -0.2%
FCP
737
Fidelis Capital Partners
Florida
$853K -$39.5K -236 -4%
WPC
738
Wedmont Private Capital
Pennsylvania
$853K -$44.3K -265 -5%
OIAM
739
OFI Invest Asset Management
France
$839K -$7.27M -43,482 -89%
WFI
740
West Family Investments
California
$839K +$70.5K +422 +9%
MMHP
741
Murphy Middleton Hinkle & Parker
Georgia
$837K – – –
RIA
742
Regal Investment Advisors
Michigan
$837K +$31.3K +187 +4%
T
743
TrueFG
Texas
$833K – – –
CNBT
744
Canandaigua National Bank & Trust
New York
$820K +$822K +4,920 New
GC
745
Gilbert & Cook
Iowa
$814K -$2.17K -13 -0.3%
TGAM
746
TBH Global Asset Management
Tennessee
$813K -$2.01K -12 -0.2%
RT
747
Rockland Trust
Massachusetts
$805K -$519K -3,105 -39%
SAM
748
Sompo Asset Management
Japan
$805K -$159K -950 -16%
PWMAG
749
Pinnacle Wealth Management Advisory Group
New Jersey
$805K -$631K -3,774 -44%
LFAS
750
Level Four Advisory Services
Texas
$804K +$66.5K +398 +9%
28 29
30
31 32