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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
776
Providence Capital Advisors
North Carolina
$7K +$6.65K +80 New
SP
777
SWS Partners
Ohio
$7K +$7.07K +85 New
PW
778
Price Wealth
Texas
$7K +$7.48K +90 New
TIM
779
Tortoise Investment Management
New York
$7K +$7.48K +90 New
FAM
780
Fred Alger Management
New York
$6K – – –
LWM
781
Lenox Wealth Management
Ohio
$6K – – –
PGWM
782
Parisi Gray Wealth Management
New Jersey
$6K +$6.07K +73 New
AF
783
Allworth Financial
California
$5K – – –
FMP
784
Financial Management Professionals
Texas
$5K – – –
OC
785
Oakworth Capital
Alabama
$5K – – –
WC
786
Whitnell & Co
Illinois
$5K – – –
NIM
787
NuWave Investment Management
New Jersey
$5K +$5.24K +63 New
NSIM
788
North Star Investment Management
Illinois
$4K -$83.1K -1,000 -95%
HIM
789
Hillsdale Investment Management
Ontario, Canada
$4K -$416 -5 -10%
DAM
790
Delta Asset Management
Tennessee
$4K – – –
AWM
791
Aevitas Wealth Management
Massachusetts
$4K +$4.24K +51 New
SIM
792
Sonora Investment Management
Arizona
$3.91K +$3.99K +48 New
HR
793
Howe & Rusling
New York
$3K -$416 -5 -11%
FIB
794
First Interstate Bank
Montana
$3K – – –
MCM
795
Mainstay Capital Management
Michigan
$3K +$3.33K +40 New
PFA
796
Pathway Financial Advisors
Vermont
$3K +$3.33K +40 New
LFA
797
Legacy Financial Advisors
Kentucky
$3K +$3.57K +43 New
VIA
798
Vantage Investment Advisors
Pennsylvania
$2K – – –
TFA
799
Toth Financial Advisory
Virginia
$2K +$1.91K +23 New
FHA
800
First Horizon Advisors
Tennessee
$2K +$2.58K +31 New
30 31
32
33 34