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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
851
Williams Jones Wealth Management
New York
$526K +$6.02K +36 +1%
RB
852
Rodgers Brothers
Pennsylvania
$525K – – –
VC
853
Vicus Capital
Pennsylvania
$521K +$3.01K +18 +0.6%
FRA
854
Frank Rimerman Advisors
California
$519K -$481K -2,879 -48%
HCM
855
Howard Capital Management
Georgia
$519K +$200K +1,194 +62%
PCH
856
PGIM Custom Harvest
New Jersey
$518K -$20.1K -120 -4%
SACTSONJ
857
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$515K -$37.9K -227 -7%
BFA
858
Bill Few Associates
Pennsylvania
$515K – – –
TWIM
859
TIAA Wealth Investment Management
New York
$514K -$5.52K -33 -1%
RIG
860
RiverFront Investment Group
Virginia
$514K +$17.4K +104 +3%
AFG
861
Atomi Financial Group
New York
$513K -$189K -1,133 -27%
DWM
862
Defined Wealth Management
Oregon
$513K -$20.4K -122 -4%
ACM
863
Advisors Capital Management
New Jersey
$510K +$11.2K +67 +2%
EI
864
Ellevest Inc
New York
$510K +$24.7K +148 +5%
PMSA
865
Patrick M. Sweeney & Associates
Illinois
$509K +$53.8K +322 +12%
4WM
866
44 Wealth Management
Oregon
$506K -$18.9K -113 -4%
NSAM
867
North Star Asset Management
Wisconsin
$505K – – –
TCWA
868
Turtle Creek Wealth Advisors
Texas
$505K -$329K -1,969 -39%
BHPW
869
Beverly Hills Private Wealth
California
$503K -$602K -3,603 -54%
SPW
870
Signet Private Wealth
Illinois
$503K -$122K -731 -20%
DWM
871
Diversify Wealth Management
Utah
$498K -$652K -3,901 -59%
DAS
872
Diversify Advisory Services
Utah
$498K +$454K +2,717 New
CPR
873
CSU Producer Resources
Ohio
$495K – – –
FNT
874
First National Trust
Pennsylvania
$491K -$97.5K -583 -17%
CWM
875
Connecticut Wealth Management
Connecticut
$491K -$86.8K -519 -15%
33 34
35
36 37