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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
876
MassMutual Private Wealth & Trust
Connecticut
$548K +$9.35K +52 +2%
ACM
877
Advance Capital Management
Michigan
$547K -$88.3K -491 -13%
RB
878
Rodgers Brothers
Pennsylvania
$546K – – –
4WM
879
44 Wealth Management
Oregon
$546K +$35.1K +195 +7%
LFM
880
LGT Fund Management
Liechtenstein
$544K -$61.8K -344 -10%
MTIC
881
Missouri Trust & Investment Company
Missouri
$541K -$3.6K -20 -0.6%
WJWM
882
Williams Jones Wealth Management
New York
$541K -$7.73K -43 -1%
TWIM
883
TIAA Wealth Investment Management
New York
$540K +$560K +3,116 New
CPA
884
Capital Performance Advisors
California
$539K +$324K +1,801 +138%
VC
885
Vicus Capital
Pennsylvania
$539K +$2.88K +16 +0.5%
BFA
886
Bill Few Associates
Pennsylvania
$536K +$899 +5 +0.2%
FFA
887
Florida Financial Advisors
Florida
$536K +$20.3K +113 +4%
LSA
888
Leonteq Securities AG
Switzerland
$535K +$449K +2,500 +430%
7WCP
889
71 West Capital Partners
Massachusetts
$534K +$168K +936 +44%
CM
890
Capula Management
Cayman Islands
$528K +$547K +3,043 New
NSAM
891
North Star Asset Management
Wisconsin
$526K – – –
BFM
892
Boothbay Fund Management
New York
$524K -$329K -1,832 -38%
MA
893
MCF Advisors
Kentucky
$520K +$251K +1,396 +87%
VM
894
Venator Management
Pennsylvania
$520K +$53.9K +300 +11%
ACM
895
Advisors Capital Management
New Jersey
$520K +$42.6K +237 +9%
M1FG
896
Mach-1 Financial Group
Arkansas
$518K -$363K -2,021 -40%
RIG
897
RiverFront Investment Group
Virginia
$516K +$12.6K +70 +2%
BCM
898
Boltwood Capital Management
California
$515K -$271K -1,505 -34%
CPR
899
CSU Producer Resources
Ohio
$515K – – –
OCA
900
OpenArc Corporate Advisory
Georgia
$512K +$3.6K +20 +0.7%
34 35
36
37 38