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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
726
Fidelis Capital Partners
Florida
$1.27M +$4.29K +19 +0.3%
NP
727
NorthRock Partners
Minnesota
$1.26M +$111K +493 +9%
VFA
728
Valeo Financial Advisors
Indiana
$1.26M +$72.7K +322 +6%
DS
729
DRW Securities
Illinois
$1.26M +$1.3M +5,747 New
EWM
730
Elmwood Wealth Management
California
$1.25M +$226 +1 +0%
CFB
731
Cullen/Frost Bankers
Texas
$1.25M +$92.3K +409 +8%
OAM
732
Ostrum Asset Management
France
$1.25M -$37.3K -165 -3%
KCM
733
Kathmere Capital Management
Pennsylvania
$1.24M -$140K -620 -10%
MMHP
734
Murphy Middleton Hinkle & Parker
Georgia
$1.24M – – –
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$1.24M -$56.7K -251 -4%
FWCM
736
Ferguson Wellman Capital Management
Oregon
$1.24M -$37.5K -166 -3%
TAM
737
Trust Asset Management
Texas
$1.24M – – –
RDWM
738
Red Door Wealth Management
Tennessee
$1.24M +$201K +891 +19%
RS
739
R Squared
Hong Kong
$1.23M +$1.27M +5,635 New
SWIG
740
Strategic Wealth Investment Group
Kentucky
$1.23M +$82.2K +364 +7%
BIG
741
Brooklyn Investment Group
New York
$1.23M +$101K +447 +9%
NRS
742
Neville Rodie & Shaw
New York
$1.21M – – –
LCM
743
Landscape Capital Management
New Jersey
$1.19M -$2.94K -13 -0.2%
WPA
744
West Paces Advisors
Georgia
$1.19M +$12.2K +54 +1%
AFA
745
AA Financial Advisors
Ohio
$1.19M +$55.8K +247 +5%
IAN
746
Integrated Advisors Network
Texas
$1.19M +$20.5K +91 +2%
IA
747
Integrity Alliance
Iowa
$1.19M -$1.12M -4,975 -48%
DWT
748
Dorsey & Whitney Trust
South Dakota
$1.18M -$114K -505 -9%
CAAS
749
Capital Asset Advisory Services
Michigan
$1.16M -$284K -1,260 -19%
LWAM
750
Legacy Wealth Asset Management
Minnesota
$1.16M +$4.29K +19 +0.4%
28 29
30
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