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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
851
Duncker Streett & Co
Missouri
$533K – – –
PCS
852
Personal CFO Solutions
New Jersey
$533K +$132K +791 +33%
YAIA
853
Yanni & Associates Investment Advisors
Pennsylvania
$530K – – –
WJWM
854
Williams Jones Wealth Management
New York
$526K +$6.02K +36 +1%
RB
855
Rodgers Brothers
Pennsylvania
$525K – – –
VC
856
Vicus Capital
Pennsylvania
$521K +$3.01K +18 +0.6%
FRA
857
Frank Rimerman Advisors
California
$519K -$481K -2,879 -48%
HCM
858
Howard Capital Management
Georgia
$519K +$200K +1,194 +62%
PCH
859
PGIM Custom Harvest
New Jersey
$518K -$20.1K -120 -4%
SACTSONJ
860
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$515K -$37.9K -227 -7%
BFA
861
Bill Few Associates
Pennsylvania
$515K – – –
TWIM
862
TIAA Wealth Investment Management
New York
$514K -$5.52K -33 -1%
RIG
863
RiverFront Investment Group
Virginia
$514K +$17.4K +104 +3%
AFG
864
Atomi Financial Group
New York
$513K -$189K -1,133 -27%
DWM
865
Defined Wealth Management
Oregon
$513K -$20.4K -122 -4%
ACM
866
Advisors Capital Management
New Jersey
$510K +$11.2K +67 +2%
EI
867
Ellevest Inc
New York
$510K +$24.7K +148 +5%
PMSA
868
Patrick M. Sweeney & Associates
Illinois
$509K +$53.8K +322 +12%
4WM
869
44 Wealth Management
Oregon
$506K -$18.9K -113 -4%
NSAM
870
North Star Asset Management
Wisconsin
$505K – – –
TCWA
871
Turtle Creek Wealth Advisors
Texas
$505K -$329K -1,969 -39%
BHPW
872
Beverly Hills Private Wealth
California
$503K -$602K -3,603 -54%
SPW
873
Signet Private Wealth
Illinois
$503K -$122K -731 -20%
DWM
874
Diversify Wealth Management
Utah
$498K -$652K -3,901 -59%
DAS
875
Diversify Advisory Services
Utah
$498K +$454K +2,717 New
33 34
35
36 37