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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
926
Gladstone Institutional Advisory
Florida
$500K -$12.1K -59 -2%
PMSA
927
Patrick M. Sweeney & Associates
Illinois
$499K +$47.2K +230 +11%
SWM
928
Stockman Wealth Management
Montana
$498K -$2.05K -10 -0.4%
PIA
929
Powell Investment Advisors
Florida
$497K – – –
SIM
930
Sentry Investment Management
Wisconsin
$496K -$99K -482 -17%
AC
931
ASB Consultores
Florida
$496K -$351K -1,711 -42%
EWA
932
EP Wealth Advisors
California
$495K +$142K +693 +42%
FA
933
Faithward Advisors
Pennsylvania
$494K +$616 +3 +0.1%
EP
934
Edgestream Partners
New Jersey
$492K -$4.47M -21,739 -90%
DOA
935
D'Orazio & Associates
Virginia
$492K +$45.4K +221 +10%
PCM
936
Penserra Capital Management
California
$488K +$1.23K +6 +0.3%
DAS
937
Dynamic Advisor Solutions
Arizona
$483K -$57.7K -281 -11%
PFS
938
Prospera Financial Services
Texas
$482K +$173K +844 +59%
TWA
939
Talisman Wealth Advisors
New Jersey
$477K -$205 -1 -0%
GT
940
Glenview Trust
Kentucky
$477K -$4.52K -22 -1%
SPC
941
Sigma Planning Corp
Michigan
$477K -$13.4K -65 -3%
ALAM
942
Asahi Life Asset Management
Japan
$474K +$255K +1,240 +123%
CAM
943
Chesapeake Asset Management
New York
$472K -$11.1K -54 -2%
LFA
944
Legacy Financial Advisors
Kentucky
$468K +$10.1K +49 +2%
EA
945
Everpar Advisors
Oklahoma
$464K +$123K +597 +37%
RMCM
946
Reynders McVeigh Capital Management
Massachusetts
$463K -$15.4K -75 -3%
CCWM
947
Cassaday & Co Wealth Management
Virginia
$458K +$14.2K +69 +3%
CCG
948
Catalina Capital Group
California
$453K +$37K +180 +9%
OCG
949
Opus Capital Group
Ohio
$452K -$16.2K -79 -4%
PVI
950
Pine Valley Investments
New Jersey
$452K -$24.4K -119 -5%
36 37
38
39 40