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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
801
B. Riley Wealth Advisors
Florida
$522K -$29.8K -168 -6%
DMBA
802
Deseret Mutual Benefit Administrators
Utah
$521K -$355 -2 -0.1%
PCP
803
Proficio Capital Partners
Massachusetts
$520K +$4.61K +26 +0.9%
FFS
804
Founders Financial Securities
Maryland
$513K +$32.7K +184 +7%
CP
805
Covenant Partners
Tennessee
$513K +$154K +865 +47%
CAG
806
Csenge Advisory Group
Florida
$500K -$1.77K -10 -0.4%
CW
807
Connectus Wealth
Ohio
$499K +$2.31K +13 +0.5%
KCM
808
Kathmere Capital Management
Pennsylvania
$497K +$69.6K +392 +17%
CAI
809
Capital Advisors Inc
Oklahoma
$494K +$3.9K +22 +0.8%
BRM
810
Boston Research & Management
Massachusetts
$492K – – –
FFM
811
Forum Financial Management
Illinois
$492K -$65.3K -368 -12%
RIM
812
Reliant Investment Management
Tennessee
$491K – – –
RW
813
REDW Wealth
New Mexico
$489K – – –
PPC
814
Park Place Capital
Alabama
$489K +$355 +2 +0.1%
PVI
815
Pine Valley Investments
New Jersey
$489K +$177 +1 +0%
CWM
816
C2C Wealth Management
Arizona
$487K – – –
LCGC
817
Legacy Capital Group California
California
$484K +$15.3K +86 +3%
NFC
818
Northeast Financial Consultants
Connecticut
$481K +$17.7K +100 +4%
EFS
819
Essex Financial Services
Connecticut
$479K -$5.32K -30 -1%
NICM
820
Neo Ivy Capital Management
New York
$478K +$451K +2,544 New
TBA
821
Tower Bridge Advisors
Pennsylvania
$477K -$35.5K -200 -7%
FMLI
822
Fukoku Mutual Life Insurance
Japan
$476K -$61.6K -347 -12%
GWS
823
Glassman Wealth Services
Virginia
$473K +$1.42K +8 +0.3%
SWM
824
Stockman Wealth Management
Montana
$472K -$32.3K -182 -7%
NP
825
NorthRock Partners
Minnesota
$471K -$106K -599 -19%
31 32
33
34 35