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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
926
Jackson Thornton Wealth Management
Alabama
$426K -$250K -1,495 -37%
PCM
927
Palisade Capital Management
New Jersey
$425K -$125K -749 -23%
PTC
928
Private Trust Company
Ohio
$425K -$40.3K -241 -9%
JCM
929
Jacobi Capital Management
Pennsylvania
$424K -$14.2K -85 -3%
HIMC
930
Heritage Investors Management Corp
Maryland
$423K – – –
NF
931
Nvest Financial
New Hampshire
$423K -$8.02K -48 -2%
NAM
932
NorthCrest Asset Manangement
Minnesota
$420K -$737K -4,408 -65%
BCB
933
Brian C. Broderick
$417K – – –
TCOT
934
Trust Company of Toledo
Ohio
$414K -$32.4K -194 -7%
DWM
935
Dakota Wealth Management
Florida
$413K -$2.3M -13,780 -85%
FAMI
936
Fideuram Asset Management (Ireland)
$413K +$307K +1,839 +292%
DWP
937
Daymark Wealth Partners
Ohio
$413K -$612K -3,659 -60%
SFS
938
Sowell Financial Services
Arkansas
$412K -$252K -1,510 -38%
CWM
939
Calamos Wealth Management
Illinois
$408K -$836 -5 -0.2%
HIP
940
HUB Investment Partners
Texas
$407K +$74.9K +448 +23%
AWM
941
Aberdeen Wealth Management
Illinois
$406K – – –
OFO
942
OneAscent Family Office
Alabama
$405K +$136K +814 +50%
SAI
943
Savvy Advisors Inc
New York
$403K -$50.1K -300 -11%
IAS
944
Insigneo Advisory Services
Florida
$401K -$13.9K -83 -3%
EP
945
Essential Partners
California
$399K +$255K +1,528 +176%
GBT
946
Grove Bank & Trust
Florida
$398K +$3.51K +21 +0.9%
YIA
947
YHB Investment Advisors
Connecticut
$394K +$395K +2,362 New
PIA
948
Powell Investment Advisors
Florida
$393K – – –
RCA
949
Resonant Capital Advisors
Wisconsin
$392K +$153K +914 +64%
VF
950
Vest Financial
Virginia
$392K +$21.1K +126 +6%
36 37
38
39 40