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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
726
AXS Investments
New York
$1.26M +$37.7K +170 +3%
PGFC
727
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$32.2K -145 -2%
MOS
728
MGO One Seven
Ohio
$1.24M +$209K +940 +19%
LI
729
Louisbourg Investments
New Brunswick, Canada
$1.24M +$732K +3,300 +67%
DDC
730
DF Dent & Co
Maryland
$1.22M +$10.9K +49 +0.9%
NAMNJ
731
NorthStar Asset Management (New Jersey)
New Jersey
$1.22M +$136K +613 +12%
PFG
732
Prosperity Financial Group
California
$1.22M +$47.9K +216 +4%
AFS
733
Access Financial Services
Minnesota
$1.22M +$1.28M +5,756 New
SAM
734
Shell Asset Management
Netherlands
$1.22M +$49.5K +223 +4%
GRP
735
Global Retirement Partners
California
$1.22M +$13.8K +62 +1%
IIC
736
Ironwood Investment Counsel
Arizona
$1.21M -$6.43K -29 -0.5%
EWM
737
Empirical Wealth Management
Washington
$1.21M +$9.98K +45 +0.8%
TAM
738
Trust Asset Management
Texas
$1.21M – – –
GS
739
GTS Securities
Florida
$1.2M +$435K +1,962 +53%
KPP
740
Kings Path Partners
Texas
$1.19M – – –
AWM
741
Aries Wealth Management
Maine
$1.19M -$1.77K -8 -0.1%
CFAM
742
Center For Asset Management
Florida
$1.18M +$16.2K +73 +1%
UAML
743
US Asset Management LLC
Pennsylvania
$1.18M -$25.5K -115 -2%
FW
744
FullCircle Wealth
Texas
$1.18M -$35.1K -158 -3%
NRS
745
Neville Rodie & Shaw
New York
$1.18M – – –
VFA
746
Valeo Financial Advisors
Indiana
$1.17M +$29.1K +131 +2%
OC
747
Oppenheimer & Co
New York
$1.17M -$5.1K -23 -0.4%
DADC
748
D.A. Davidson & Co
Montana
$1.16M -$39.9K -180 -3%
TC
749
TwinBeech Capital
New York
$1.14M -$8M -36,059 -87%
DA
750
Dover Advisors
Virginia
$1.14M -$4.44K -20 -0.4%
28 29
30
31 32