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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
776
Tortoise Investment Management
New York
$7K – – –
OFW
777
Omnia Family Wealth
Florida
$6K -$8.04K -97 -57%
FAM
778
Fred Alger Management
New York
$6K – – –
LWM
779
Lenox Wealth Management
Ohio
$6K – – –
PGWM
780
Parisi Gray Wealth Management
New Jersey
$6K – – –
FMB
781
Field & Main Bank
Kentucky
$6K +$6.21K +75 New
AF
782
Allworth Financial
California
$5K – – –
FMP
783
Financial Management Professionals
Texas
$5K – – –
WC
784
Whitnell & Co
Illinois
$5K – – –
FEG
785
Financial Enhancement Group
Indiana
$5K +$4.8K +58 New
RWM
786
Raffa Wealth Management
District of Columbia
$4.21K +$4.22K +51 New
PW
787
Price Wealth
Texas
$4K -$3.73K -45 -50%
AWM
788
Avior Wealth Management
Nebraska
$4K -$3.31K -40 -43%
AWM
789
Aevitas Wealth Management
Massachusetts
$4K – – –
DAM
790
Delta Asset Management
Tennessee
$4K – – –
NSIM
791
North Star Investment Management
Illinois
$4K – – –
OC
792
Oakworth Capital
Alabama
$4K – – –
HIM
793
Hillsdale Investment Management
Ontario, Canada
$4K +$414 +5 +11%
SIM
794
Sonora Investment Management
Arizona
$3.96K – – –
FIB
795
First Interstate Bank
Montana
$3K – – –
LFA
796
Legacy Financial Advisors
Kentucky
$3K – – –
MCM
797
Mainstay Capital Management
Michigan
$3K – – –
FHA
798
First Horizon Advisors
Tennessee
$3K +$580 +7 +23%
JAM
799
JCIC Asset Management
Ontario, Canada
$3K +$2.57K +31 New
MIFH
800
Migdal Insurance & Financial Holdings
Israel
$3K +$2.82K +34 New
30 31
32
33 34