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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
901
PDS Planning
Ohio
$415K -$3.87K -20 -0.9%
AAS
902
Ameritas Advisory Services
Nebraska
$413K +$182K +944 +78%
JSW
903
Journey Strategic Wealth
New Jersey
$411K +$119K +618 +40%
MPI
904
Mairs & Power Inc
Minnesota
$409K -$2.51K -13 -0.6%
GWA
905
Gratus Wealth Advisors
Virginia
$407K +$415K +2,149 New
PP
906
Paloma Partners
Connecticut
$406K +$414K +2,145 New
AMR
907
Asset Management Resources
Massachusetts
$406K – – –
PMSA
908
Patrick M. Sweeney & Associates
Illinois
$405K +$413K +2,138 New
PCM
909
Parsons Capital Management
Rhode Island
$404K – – –
IDBONY
910
Israel Discount Bank of New York
New York
$400K +$6.18K +32 +2%
DOA
911
D'Orazio & Associates
Virginia
$398K -$11.2K -58 -3%
RMCM
912
Reynders McVeigh Capital Management
Massachusetts
$398K -$38.6K -200 -9%
SHWM
913
Smith & Howard Wealth Management
Georgia
$398K – – –
CAM
914
Congress Asset Management
Massachusetts
$395K – – –
AC
915
Allstate Corporation
Illinois
$394K -$28.6K -148 -7%
T
916
TOBAM
France
$390K -$62.4K -323 -14%
CCWM
917
Cassaday & Co Wealth Management
Virginia
$389K -$386 -2 -0.1%
FA
918
Faithward Advisors
Pennsylvania
$389K -$7.34K -38 -2%
GI
919
GLOBALT Investments
Georgia
$387K +$394K +2,040 New
TIMH
920
Tilt Investment Management Holdings
New York
$386K +$394K +2,037 New
CWC
921
Carolinas Wealth Consulting
North Carolina
$386K – – –
MWM
922
Mosley Wealth Management
California
$386K +$393K +2,035 New
NAS
923
Nicolet Advisory Services
Wisconsin
$385K -$42.1K -218 -10%
MC
924
Moors & Cabot
Massachusetts
$385K -$2.13K -11 -0.5%
BCM
925
Brookstone Capital Management
Illinois
$384K -$8.5K -44 -2%
35 36
37
38 39