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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
951
Prospera Financial Services
Texas
$545K +$8.43K +38 +2%
EH
952
Equitable Holdings
New York
$541K +$106K +477 +23%
MCM
953
Mattern Capital Management
Colorado
$538K +$71.9K +324 +15%
PA
954
Procyon Advisors
Connecticut
$536K +$26.6K +120 +5%
OIAM
955
OFI Invest Asset Management
France
$531K +$575K +2,591 New
BCB
956
Brian C. Broderick
$531K – – –
NFG
957
Nations Financial Group
Iowa
$529K +$30.4K +137 +6%
AIP
958
ARS Investment Partners
New York
$526K – – –
SWAG
959
Spectrum Wealth Advisory Group
California
$522K +$545K +2,457 New
AC
960
ASB Consultores
Florida
$521K +$22.9K +103 +4%
ALAM
961
Asahi Life Asset Management
Japan
$518K -$35.5K -160 -6%
AWM
962
Aberdeen Wealth Management
Illinois
$517K – – –
GT
963
Glenview Trust
Kentucky
$516K +$2K +9 +0.4%
WKWM
964
Walter & Keenan Wealth Management
Indiana
$515K +$666 +3 +0.1%
EHWM
965
Eads & Heald Wealth Management
Georgia
$515K -$22.2K -100 -4%
GM
966
GeoWealth Management
Illinois
$511K -$53.5K -241 -9%
PIM
967
Penobscot Investment Management
Massachusetts
$508K – – –
PMSA
968
Patrick M. Sweeney & Associates
Illinois
$503K – – –
GA
969
Geller Advisors
New York
$502K -$18.6K -84 -3%
SWM
970
Stockman Wealth Management
Montana
$501K – – –
PIA
971
Powell Investment Advisors
Florida
$501K – – –
BEAM
972
Baker Ellis Asset Management
Washington
$499K +$88.7K +400 +21%
AWM
973
Aprio Wealth Management
Georgia
$498K +$101K +456 +24%
CAM
974
Chesapeake Asset Management
New York
$498K -$444 -2 -0.1%
KIG
975
Kessler Investment Group
Indiana
$496K -$35.3K -159 -6%
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