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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
876
Rodgers Brothers
Pennsylvania
$690K – – –
FFM
877
Forum Financial Management
Illinois
$689K +$126K +570 +21%
TCBWMS
878
Texas Capital Bank Wealth Management Services
Texas
$689K -$137K -619 -16%
KBFS
879
Kohmann Bosshard Financial Services
Ohio
$689K – – –
PCP
880
Proficio Capital Partners
Massachusetts
$689K +$206K +928 +40%
NAS
881
Nicolet Advisory Services
Wisconsin
$689K +$80.8K +364 +12%
CGL
882
Clarius Group LLC
Washington
$687K -$91.6K -413 -11%
PAM
883
Parvin Asset Management
South Dakota
$686K +$717K +3,230 New
CAMG
884
CWA Asset Management Group
Florida
$685K -$666 -3 -0.1%
CIC
885
Chilton Investment Company
Connecticut
$684K +$33.7K +152 +5%
WFPG
886
Waller Financial Planning Group
Ohio
$680K +$2.44K +11 +0.3%
DSC
887
Duncker Streett & Co
Missouri
$680K – – –
SI
888
Sava Infond
Slovenia
$680K +$710K +3,200 New
RS
889
R Squared
Hong Kong
$678K +$708K +3,190 New
BFA
890
Bill Few Associates
Pennsylvania
$670K -$3.77K -17 -0.5%
OFG
891
OmniStar Financial Group
North Carolina
$670K -$8.65K -39 -1%
DWM
892
Defined Wealth Management
Oregon
$669K +$1.11K +5 +0.2%
MA
893
Mutual Advisors
Nebraska
$669K +$46.8K +211 +7%
GIA
894
Gateway Investment Advisers
Ohio
$663K -$48.8K -220 -7%
TWM
895
Thrive Wealth Management
Pennsylvania
$662K -$3.77K -17 -0.5%
PCH
896
PGIM Custom Harvest
New Jersey
$659K +$196K +883 +40%
HCM
897
Howard Capital Management
Georgia
$658K +$32.8K +148 +5%
WPW
898
Waldron Private Wealth
Pennsylvania
$658K -$20.2K -91 -3%
NWAG
899
Net Worth Advisory Group
Utah
$658K +$1.11K +5 +0.2%
DIM
900
Delta Investment Management
California
$654K +$24.2K +109 +4%
34 35
36
37 38