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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
876
Personal CFO Solutions
New Jersey
$749K -$56.9K -252 -7%
SB
877
Strategic Blueprint
Georgia
$748K -$36.3K -161 -4%
1C
878
111 Capital
France
$745K +$769K +3,406 New
FRA
879
Frank Rimerman Advisors
California
$742K -$90.3K -400 -11%
FB
880
Fulton Bank
Pennsylvania
$742K -$86.2K -382 -10%
QWP
881
Quotient Wealth Partners
Texas
$738K -$56.4K -250 -7%
AWS
882
Atria Wealth Solutions
New York
$736K -$801K -3,548 -51%
AC
883
AXQ Capital
New Jersey
$731K +$400K +1,771 +113%
SSWM
884
Smith Salley Wealth Management
North Carolina
$730K +$155K +688 +26%
LS
885
Livforsakringsbolaget Skandia
Sweden
$729K – – –
SIA
886
Schear Investment Advisers
Ohio
$726K +$17.6K +78 +2%
IC
887
Iconiq Capital
California
$723K +$66.8K +296 +10%
WJWM
888
Williams Jones Wealth Management
New York
$722K – – –
MCM
889
Mattern Capital Management
Colorado
$722K +$121K +536 +19%
LWCFA
890
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$718K -$22.6K -100 -3%
PCP
891
Proficio Capital Partners
Massachusetts
$718K +$4.97K +22 +0.7%
MTIC
892
Missouri Trust & Investment Company
Missouri
$712K -$12.4K -55 -2%
KBFS
893
Kohmann Bosshard Financial Services
Ohio
$709K – – –
WPIC
894
White Pine Investment Company
Michigan
$709K -$12.4K -55 -2%
CIC
895
Chilton Investment Company
Connecticut
$708K -$3.61K -16 -0.5%
PAM
896
Parvin Asset Management
South Dakota
$706K – – –
WFPG
897
Waller Financial Planning Group
Ohio
$705K +$2.48K +11 +0.3%
AWA
898
Aaron Wealth Advisors
Illinois
$704K -$15.4K -68 -2%
TWM
899
Thrive Wealth Management
Pennsylvania
$704K -$49.7K -220 -6%
DWM
900
Defined Wealth Management
Oregon
$700K +$903 +4 +0.1%
34 35
36
37 38