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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
726
JGP Wealth Management
Oregon
$848K -$14.9K -77 -2%
CGL
727
Clarius Group LLC
Washington
$845K -$59.5K -308 -6%
PCM
728
Penserra Capital Management
California
$845K -$169K -873 -16%
MSAM
729
Moloney Securities Asset Management
Missouri
$842K +$49.3K +255 +6%
QPWM
730
Quadrant Private Wealth Management
Pennsylvania
$840K – – –
OC
731
Oppenheimer & Co
New York
$840K -$46K -238 -5%
WFI
732
West Family Investments
California
$837K +$7.92K +41 +0.9%
BHWM
733
Bar Harbor Wealth Management
New Hampshire
$833K -$33.8K -175 -4%
SI
734
Stephens Inc
Arkansas
$831K +$56K +290 +7%
SWA
735
SFMG Wealth Advisors
Texas
$817K -$130K -673 -14%
CWM
736
Connecticut Wealth Management
Connecticut
$815K +$298K +1,543 +56%
ACM
737
Advance Capital Management
Michigan
$814K +$486K +2,514 +141%
CCMG
738
Clark Capital Management Group
Pennsylvania
$813K +$594K +3,073 +252%
FB
739
Fulton Bank
Pennsylvania
$810K -$27.6K -143 -3%
EWA
740
EverSource Wealth Advisors
Alabama
$798K +$22K +114 +3%
SP
741
Symmetry Partners
Connecticut
$796K -$73.6K -381 -8%
BSW
742
Buckingham Strategic Wealth
Missouri
$790K +$36.1K +187 +5%
APWM
743
Atlas Private Wealth Management
New York
$786K +$53.5K +277 +7%
SIA
744
Schechter Investment Advisors
Michigan
$778K -$63.8K -330 -7%
QWM
745
Quadcap Wealth Management
Texas
$778K +$793K +4,105 New
LNC
746
Lincoln National Corp
Pennsylvania
$771K +$268K +1,385 +52%
WWM
747
Western Wealth Management
Colorado
$766K +$1.74K +9 +0.2%
AUB
748
Atlantic Union Bankshares
Virginia
$763K – – –
PA
749
Procyon Advisors
Connecticut
$763K +$19.5K +101 +3%
GAG
750
GM Advisory Group
New York
$760K +$2.32K +12 +0.3%
28 29
30
31 32