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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
926
McRae Capital Management
New Jersey
$557K -$17.5K -85 -3%
SWA
927
SOA Wealth Advisors
New York
$557K +$7.82K +38 +1%
BTWM
928
Baker Tilly Wealth Management
Wisconsin
$556K +$567K +2,758 New
BPC
929
Bryce Point Capital
New York
$550K +$561K +2,730 New
PCM
930
Penserra Capital Management
California
$550K +$6.17K +30 +1%
PCH
931
PGIM Custom Harvest
New Jersey
$549K -$15.4K -75 -3%
AIM
932
Advyzon Investment Management
Illinois
$546K +$45.2K +220 +9%
CAM
933
Chesapeake Asset Management
New York
$545K -$8.23K -40 -1%
FAM
934
Fulcrum Asset Management
United Kingdom
$537K -$15.2K -74 -3%
NAG
935
Northstar Advisory Group
New Jersey
$537K +$548K +2,665 New
CAG
936
Csenge Advisory Group
Florida
$535K -$365K -1,773 -40%
AC
937
Avestar Capital
New York
$535K -$194K -945 -26%
NF
938
Nvest Financial
New Hampshire
$534K +$545K +2,649 New
CAI
939
Capital Advisors Inc
Oklahoma
$534K -$3.7K -18 -0.7%
PFA
940
Pure Financial Advisors
California
$533K -$65.6K -319 -11%
MYLI
941
Meiji Yasuda Life Insurance
Japan
$532K +$543K +2,639 New
GS
942
GTS Securities
Florida
$531K +$242K +1,175 +80%
MFA
943
Mayflower Financial Advisors
Massachusetts
$530K +$24.3K +118 +5%
ECM
944
Evergreen Capital Management
Washington
$528K +$140K +683 +35%
BRM
945
Boston Research & Management
Massachusetts
$528K – – –
FCM
946
Fogel Capital Management
Florida
$527K – – –
QC
947
Quadrature Capital
United Kingdom
$523K +$534K +2,597 New
CWM
948
C2C Wealth Management
Arizona
$520K – – –
PPWP
949
Premier Path Wealth Partners
New Jersey
$514K -$49.8K -242 -9%
SPC
950
Sigma Planning Corp
Michigan
$506K -$3.7K -18 -0.7%
36 37
38
39 40