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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
C2C Wealth Management
Arizona
$430K – – –
AAS
927
Ameritas Advisory Services
Nebraska
$429K -$630K -3,771 -59%
NSB
928
Norway Savings Bank
Maine
$426K -$311K -1,863 -42%
JTWM
929
Jackson Thornton Wealth Management
Alabama
$426K -$250K -1,495 -37%
PCM
930
Palisade Capital Management
New Jersey
$425K -$125K -749 -23%
PTC
931
Private Trust Company
Ohio
$425K -$40.3K -241 -9%
JCM
932
Jacobi Capital Management
Pennsylvania
$424K -$14.2K -85 -3%
HIMC
933
Heritage Investors Management Corp
Maryland
$423K – – –
NF
934
Nvest Financial
New Hampshire
$423K -$8.02K -48 -2%
NAM
935
NorthCrest Asset Manangement
Minnesota
$420K -$737K -4,408 -65%
BCB
936
Brian C. Broderick
$417K – – –
TCOT
937
Trust Company of Toledo
Ohio
$414K -$32.4K -194 -7%
DWM
938
Dakota Wealth Management
Florida
$413K -$2.3M -13,780 -85%
FAMI
939
Fideuram Asset Management (Ireland)
$413K +$307K +1,839 +292%
DWP
940
Daymark Wealth Partners
Ohio
$413K -$612K -3,659 -60%
SFS
941
Sowell Financial Services
Arkansas
$412K -$252K -1,510 -38%
CWM
942
Calamos Wealth Management
Illinois
$408K -$836 -5 -0.2%
HIP
943
HUB Investment Partners
Texas
$407K +$74.9K +448 +23%
AWM
944
Aberdeen Wealth Management
Illinois
$406K – – –
OFO
945
OneAscent Family Office
Alabama
$405K +$136K +814 +50%
SAI
946
Savvy Advisors Inc
New York
$403K -$50.1K -300 -11%
IAS
947
Insigneo Advisory Services
Florida
$401K -$13.9K -83 -3%
EP
948
Essential Partners
California
$399K +$255K +1,528 +176%
GBT
949
Grove Bank & Trust
Florida
$398K +$3.51K +21 +0.9%
YIA
950
YHB Investment Advisors
Connecticut
$394K +$395K +2,362 New
36 37
38
39 40