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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
726
EverSource Wealth Advisors
Alabama
$1.4M +$157K +693 +14%
EWM
727
Elmwood Wealth Management
California
$1.4M -$89.4K -394 -6%
WF
728
Welch & Forbes
Massachusetts
$1.4M -$657K -2,896 -34%
TAM
729
Trust Asset Management
Texas
$1.38M -$3.4K -15 -0.3%
WA1
730
Wimmer Associates 1
California
$1.38M -$215K -947 -13%
TSMHT
731
Thurston Springer Miller Herd & Titak
Indiana
$1.38M +$215K +948 +20%
PS
732
Principal Securities
Iowa
$1.36M – – –
FCP
733
Fidelis Capital Partners
Florida
$1.36M +$1.36K +6 +0.1%
AI
734
AXS Investments
New York
$1.36M -$80.1K -353 -6%
NRS
735
Neville Rodie & Shaw
New York
$1.35M – – –
MUAMU
736
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.34M -$1.13M -5,000 -48%
LCM
737
Landscape Capital Management
New Jersey
$1.34M -$1.24M -5,468 -50%
FIM
738
Freedom Investment Management
Connecticut
$1.33M -$231K -1,020 -16%
VFA
739
Valeo Financial Advisors
Indiana
$1.33M -$18.2K -80 -1%
CAMV
740
Concord Asset Management (Virginia)
Virginia
$1.32M -$3.4K -15 -0.2%
WPA
741
West Paces Advisors
Georgia
$1.32M +$32.9K +145 +3%
CFAM
742
Center For Asset Management
Florida
$1.31M -$41.3K -182 -3%
IAN
743
Integrated Advisors Network
Texas
$1.31M +$115K +505 +10%
MOS
744
MGO One Seven
Ohio
$1.29M -$117K -517 -9%
CFB
745
Cullen/Frost Bankers
Texas
$1.29M +$94.8K +418 +9%
LWAM
746
Legacy Wealth Asset Management
Minnesota
$1.29M -$7.94K -35 -0.7%
DA
747
Dover Advisors
Virginia
$1.29M -$21.6K -95 -2%
NP
748
NorthRock Partners
Minnesota
$1.29M +$54K +238 +5%
CP
749
CenterBook Partners
Connecticut
$1.28M +$1.19M +5,263 New
SWIG
750
Strategic Wealth Investment Group
Kentucky
$1.28M -$12.2M -53,867 -91%
28 29
30
31 32