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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
926
Middleton & Co
Massachusetts
$240K – – –
CWP
927
Capital Wealth Planning
Florida
$239K – – –
JIC
928
Joel Isaacson & Co
New York
$239K – – –
SSWM
929
Smith Salley Wealth Management
North Carolina
$239K +$221K +1,400 New
SMA
930
Sage Mountain Advisors
Georgia
$238K -$11.7K -74 -5%
MAM
931
Magellan Asset Management
Australia
$237K -$15.8K -100 -7%
TAIM
932
TD Ameritrade Investment Management
Nebraska
$237K -$14.7K -93 -6%
PFS
933
Prospera Financial Services
Texas
$236K +$218K +1,384 New
JSW
934
Journey Strategic Wealth
New Jersey
$235K +$3.78K +24 +2%
HWMA
935
Heritage Wealth Management (Arizona)
Arizona
$235K +$217K +1,378 New
KFC
936
Klingenstein Fields & Co
New York
$233K – – –
NED
937
Nancy E. Dempze
$231K – – –
CPA
938
Court Place Advisors
Maryland
$230K – – –
RHJA
939
Rice Hall James & Associates
California
$230K – – –
JC
940
JB Capital
Connecticut
$229K -$33.6K -213 -14%
WFA
941
WestHill Financial Advisors
California
$228K -$4.1K -26 -2%
IBOK
942
Independence Bank of Kentucky
Kentucky
$224K -$67K -425 -24%
BCM
943
Bayesian Capital Management
New York
$222K -$698K -4,430 -77%
AWA
944
Arete Wealth Advisors
Illinois
$222K – – –
RWM
945
RKL Wealth Management
Pennsylvania
$222K – – –
TCMP
946
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K +$3.63K +23 +2%
SOW
947
State of Wyoming
Wyoming
$222K +$82.4K +523 +67%
AT
948
Arvest Trust
Oklahoma
$220K -$9.77K -62 -5%
DA
949
DSC Advisors
Illinois
$220K +$204K +1,293 New
FMII
950
Farmers & Merchants Investments Inc
Nebraska
$218K – – –
36 37
38
39 40