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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
926
Kessler Investment Group
Indiana
$557K -$9.32K -42 -2%
AP
927
Advisors Preferred
Maryland
$555K +$189K +851 +52%
AIP
928
ARS Investment Partners
New York
$553K +$5.55K +25 +1%
CG
929
Cynosure Group
Utah
$551K +$12.7K +57 +2%
MLA
930
My Legacy Advisors
Oregon
$548K -$45.3K -204 -8%
FFA
931
Florida Financial Advisors
Florida
$547K -$51.5K -232 -9%
GA
932
Geller Advisors
New York
$546K +$6.88K +31 +1%
AWM
933
Aberdeen Wealth Management
Illinois
$543K – – –
WKWM
934
Walter & Keenan Wealth Management
Indiana
$540K +$4.66K +21 +0.9%
GT
935
Glenview Trust
Kentucky
$540K +$35.1K +158 +7%
PI
936
PFG Investments
New York
$538K -$6.66K -30 -1%
PA
937
Procyon Advisors
Connecticut
$536K -$32.2K -145 -6%
PIM
938
Penobscot Investment Management
Massachusetts
$534K – – –
GCM
939
Gladius Capital Management
Illinois
$533K -$8.44K -38 -2%
GIA
940
Gladstone Institutional Advisory
Florida
$531K +$2.22K +10 +0.4%
VA
941
Verdad Advisers
Massachusetts
$529K +$527K +2,372 New
PMSA
942
Patrick M. Sweeney & Associates
Illinois
$528K – – –
SWM
943
Stockman Wealth Management
Montana
$526K -$222 -1 -0%
PIA
944
Powell Investment Advisors
Florida
$526K – – –
SIM
945
Sentry Investment Management
Wisconsin
$525K – – –
NFG
946
Nations Financial Group
Iowa
$525K +$130K +585 +33%
AC
947
ASB Consultores
Florida
$525K – – –
DOA
948
D'Orazio & Associates
Virginia
$524K +$3.11K +14 +0.6%
CAM
949
Chesapeake Asset Management
New York
$524K +$24K +108 +5%
PCM
950
Penserra Capital Management
California
$523K +$6.66K +30 +1%
36 37
38
39 40