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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Stockman Wealth Management
Montana
$448K -$16.5K -99 -4%
FA
802
Faithward Advisors
Pennsylvania
$446K +$65.1K +391 +19%
CAG
803
Csenge Advisory Group
Florida
$444K -$6.5K -39 -1%
GCM
804
Gladius Capital Management
Illinois
$440K +$26.7K +160 +6%
CW
805
Connectus Wealth
Ohio
$440K +$18.7K +112 +4%
RMDI
806
R.M. Davis Inc
Maine
$439K -$9.99K -60 -2%
CWM
807
C2C Wealth Management
Arizona
$439K – – –
IDBONY
808
Israel Discount Bank of New York
New York
$439K -$5.5K -33 -1%
PCM
809
Penserra Capital Management
California
$436K -$3.06M -18,353 -87%
BRM
810
Boston Research & Management
Massachusetts
$436K -$2.83K -17 -0.6%
RIM
811
Reliant Investment Management
Tennessee
$435K – – –
CAI
812
Capital Advisors Inc
Oklahoma
$433K +$333 +2 +0.1%
RW
813
REDW Wealth
New Mexico
$433K -$98.3K -590 -18%
PPC
814
Park Place Capital
Alabama
$433K +$90K +540 +26%
EFS
815
Essex Financial Services
Connecticut
$429K +$17.7K +106 +4%
JSW
816
Journey Strategic Wealth
New Jersey
$429K +$136K +819 +47%
NB
817
NBT Bank
New York
$424K +$41K +246 +11%
FFS
818
Founders Financial Securities
Maryland
$424K +$168K +1,011 +66%
GWS
819
Glassman Wealth Services
Virginia
$418K -$1.83K -11 -0.4%
LCGC
820
Legacy Capital Group California
California
$415K +$415K +2,490 New
FIA
821
Foundations Investment Advisors
Arizona
$413K +$4K +24 +1%
SPC
822
Sigma Planning Corp
Michigan
$411K +$26.8K +161 +7%
NFC
823
Northeast Financial Consultants
Connecticut
$410K -$16.7K -100 -4%
EGM
824
Engineers Gate Manager
New York
$409K -$1.45M -8,681 -78%
AIP
825
ARS Investment Partners
New York
$409K – – –
31 32
33
34 35