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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
926
SOA Wealth Advisors
New York
$473K -$5.93K -33 -1%
SAI
927
Savvy Advisors Inc
New York
$471K +$39.7K +221 +9%
FHC
928
First Horizon Corporation
Tennessee
$471K +$188K +1,045 +63%
WANY
929
Wealthspire Advisors (New York)
New York
$468K -$726K -4,039 -60%
CAI
930
Capital Advisors Inc
Oklahoma
$468K +$7.55K +42 +2%
AP
931
Advisortrust Partners
North Carolina
$465K +$482K +2,681 New
WPW
932
Warther Private Wealth
Ohio
$465K -$3.42K -19 -0.7%
RF
933
Rossby Financial
Florida
$465K -$8.81K -49 -2%
TCOT
934
Trust Company of Toledo
Ohio
$464K -$319K -1,776 -40%
CGIM
935
Capital Group Investment Management
Singapore
$464K -$126K -703 -21%
BWM
936
Bulltick Wealth Management
Florida
$459K +$278K +1,546 +140%
LAM
937
L2 Asset Management
Massachusetts
$459K +$32.7K +182 +7%
AA
938
Armis Advisers
Georgia
$456K -$26.2K -146 -5%
QWP
939
Quotient Wealth Partners
Texas
$456K +$6.11K +34 +1%
JCM
940
Jacobi Capital Management
Pennsylvania
$456K +$17.3K +96 +4%
BRM
941
Boston Research & Management
Massachusetts
$454K – – –
BFIM
942
Beese Fulmer Investment Management
Ohio
$454K +$471K +2,618 New
LIM
943
Leavell Investment Management
Alabama
$452K -$431K -2,399 -48%
MK
944
MASTERINVEST Kapitalanlage
$450K -$1.05M -5,842 -69%
LGF
945
LGT Group Foundation
Liechtenstein
$450K -$2.52K -14 -0.5%
NO
946
Ninety One
South Africa
$449K -$68K -378 -13%
NF
947
Nvest Financial
New Hampshire
$448K -$7.37K -41 -2%
CWM
948
C2C Wealth Management
Arizona
$448K – – –
MWM
949
Modera Wealth Management
New Jersey
$444K +$125K +697 +37%
WPA
950
West Paces Advisors
Georgia
$442K -$417K -2,320 -48%
36 37
38
39 40