Marsh

MRSH

Market cap $90.7B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
801	AC 801 Abbrea Capital Greenbrae, California	$617K	–	–	–
802	RB 802 Rodgers Brothers Harmony, Pennsylvania	$616K	–	–	–
803	KBFS 803 Kohmann Bosshard Financial Services Fairlawn, Ohio	$615K	–	–	–
804	FAIM 804 Financial Advocates Investment Management Olympia, Washington	$613K	+$217K	+1,122	+53%
805	DSC 805 Duncker Streett & Co St. Louis, Missouri	$606K	–	–	–
806	TWM 806 Thrive Wealth Management Audubon, Pennsylvania	$605K	-$19.3K	-100	-3%
807	WFPG 807 Waller Financial Planning Group Columbus, Ohio	$598K	+$2.13K	+11	+0.3%
808	LIM 808 Leavell Investment Management Mobile, Alabama	$598K	–	–	–
809	BFA 809 Bill Few Associates Pittsburgh, Pennsylvania	$597K	–	–	–
810	DWM 810 Defined Wealth Management Beaverton, Oregon	$591K	+$966	+5	+0.2%
811	BBA 811 Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$590K	+$10.8K	+56	+2%
812	TWP 812 Tyche Wealth Partners Plano, Texas	$589K	+$601K	+3,110	New
813	WPW 813 Waldron Private Wealth Bridgeville, Pennsylvania	$588K	-$25.5K	-132	-4%
814	SMA 814 Sage Mountain Advisors Atlanta, Georgia	$588K	+$102K	+529	+21%
815	IWC 815 Integrated Wealth Concepts Waltham, Massachusetts	$585K	-$20.3K	-105	-3%
816	SCTC 816 Sanibel Captiva Trust Company Sanibel, Florida	$580K	+$592K	+3,062	New
817	DFG 817 Delta Financial Group Basking Ridge, New Jersey	$580K	–	–	–
818	PWMG 818 Prestige Wealth Management Group Flemington, New Jersey	$578K	+$69.8K	+361	+13%
819	WANY 819 Wealthspire Advisors (New York) New York	$574K	+$41.4K	+214	+8%
820	NSAM 820 North Star Asset Management Neenah, Wisconsin	$571K	–	–	–
821	SPIS 821 Steward Partners Investment Solutions Portland, Oregon	$568K	+$580K	+2,999	New
822	GIA 822 Gladstone Institutional Advisory Palm Beach Gardens, Florida	$566K	-$59.3K	-307	-9%
823	QCM 823 Qsemble Capital Management New York	$566K	-$4.33M	-22,412	-88%
824	AWA 824 Archvest Wealth Advisors Concord, California	$566K	–	–	–
825	NAMNJ 825 NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$563K	+$574K	+2,973	New

Marsh MRSH Market cap $90.7B

Marsh

MRSH

Market cap $90.7B