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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AMR
876
Asset Management Resources
Massachusetts
$407K – – –
PCM
877
Parsons Capital Management
Rhode Island
$406K +$61.9K +323 +18%
GC
878
Gilbert & Cook
Iowa
$403K -$211K -1,099 -34%
IA
879
IFP Advisors
Florida
$403K +$50.2K +262 +14%
FAIM
880
Financial Advocates Investment Management
Washington
$402K -$59.2K -309 -13%
LSA
881
Leonteq Securities AG
Switzerland
$402K -$132K -687 -25%
PSP
882
Principal Street Partners
Tennessee
$402K +$404K +2,110 New
TL
883
Tradewinds LLC
North Carolina
$400K +$403K +2,103 New
SHWM
884
Smith & Howard Wealth Management
Georgia
$400K -$17.2K -90 -4%
CAM
885
Congress Asset Management
Massachusetts
$397K +$400K +2,087 New
BCM
886
Brookstone Capital Management
Illinois
$395K +$10.5K +55 +3%
IDBONY
887
Israel Discount Bank of New York
New York
$395K -$7.09K -37 -2%
CCIA
888
Campbell & Co Investment Adviser
Maryland
$395K +$398K +2,076 New
CCWM
889
Cassaday & Co Wealth Management
Virginia
$391K +$6.9K +36 +2%
MSFS
890
Main Street Financial Solutions
Pennsylvania
$389K -$3.07K -16 -0.8%
MC
891
Moors & Cabot
Massachusetts
$388K – – –
CWC
892
Carolinas Wealth Consulting
North Carolina
$386K -$2.68K -14 -0.7%
SWM
893
SeaCrest Wealth Management
New York
$383K -$5.75K -30 -1%
AC
894
Avestar Capital
New York
$381K +$39.5K +206 +11%
SCI
895
S&CO Inc
Massachusetts
$380K – – –
SWA
896
Stratos Wealth Advisors
Ohio
$380K -$160K -836 -30%
CP
897
Covenant Partners
Tennessee
$378K -$141K -737 -27%
RBC
898
Roble Belko & Company
Pennsylvania
$378K – – –
CWM
899
Cahaba Wealth Management
Georgia
$377K +$192 +1 +0.1%
WS
900
Wedbush Securities
California
$375K -$9.78K -51 -3%
34 35
36
37 38