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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
851
Connecticut Wealth Management
Connecticut
$601K -$122K -681 -16%
CCA
852
Coign Capital Advisors
Utah
$598K +$44.8K +249 +8%
SB
853
Strategic Blueprint
Georgia
$598K +$2.16K +12 +0.3%
JF
854
Jump Financial
Illinois
$597K -$26M -144,447 -98%
PFS
855
Prospera Financial Services
Texas
$588K -$159K -886 -21%
FB
856
Fulton Bank
Pennsylvania
$582K -$52.9K -294 -8%
LS
857
Livforsakringsbolaget Skandia
Sweden
$578K – – –
SACTSONJ
858
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$575K +$596K +3,317 New
FFA
859
Fi3 Financial Advisors
Indiana
$575K +$389K +2,161 +187%
KJWM
860
Kiley Juergens Wealth Management
Washington
$572K +$593K +3,300 New
PCM
861
Palisade Capital Management
New Jersey
$572K +$380K +2,114 +179%
UBG
862
United Bank (Georgia)
Georgia
$569K -$603K -3,352 -51%
WFPG
863
Waller Financial Planning Group
Ohio
$568K +$3.06K +17 +0.5%
AF
864
Alerus Financial
North Dakota
$567K -$141K -786 -19%
CFM
865
Catalyst Funds Management
Australia
$566K +$587K +3,265 New
LA
866
Legacy Advisors
Pennsylvania
$564K +$50K +278 +9%
KBFS
867
Kohmann Bosshard Financial Services
Ohio
$563K – – –
PAM
868
Parvin Asset Management
South Dakota
$560K – – –
PCH
869
PGIM Custom Harvest
New Jersey
$559K +$94.9K +528 +20%
SL
870
SWMG LLC
Texas
$556K -$61.3K -341 -10%
IA
871
Intellus Advisors
Florida
$556K +$173K +964 +43%
DSC
872
Duncker Streett & Co
Missouri
$555K – – –
DWM
873
Defined Wealth Management
Oregon
$555K +$7.19K +40 +1%
YAIA
874
Yanni & Associates Investment Advisors
Pennsylvania
$552K – – –
PCM
875
Permanent Capital Management
Illinois
$548K +$2.88K +16 +0.5%
33 34
35
36 37