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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
951
Amplius Wealth Advisors
Pennsylvania
$576K -$2.26K -10 -0.4%
BRM
952
Boston Research & Management
Massachusetts
$572K – – –
FCM
953
Fogel Capital Management
Florida
$572K +$590K +2,614 New
TA
954
TFB Advisors
Kansas
$566K +$903 +4 +0.2%
CWM
955
C2C Wealth Management
Arizona
$564K – – –
FAIM
956
Financial Advocates Investment Management
Washington
$560K +$83.3K +369 +17%
WKWM
957
Walter & Keenan Wealth Management
Indiana
$558K +$2.26K +10 +0.4%
SPC
958
Sigma Planning Corp
Michigan
$553K +$62.1K +275 +12%
MFA
959
Mayflower Financial Advisors
Massachusetts
$549K +$86K +381 +18%
EFA
960
Evernest Financial Advisors
Indiana
$549K +$75.9K +336 +15%
MUAMU
961
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$547K -$677K -3,000 -55%
BCB
962
Brian C. Broderick
$547K – – –
AIM
963
Advyzon Investment Management
Illinois
$544K +$23.9K +106 +4%
WS
964
Wela Strategies
Georgia
$542K +$35K +155 +7%
AIP
965
ARS Investment Partners
New York
$542K – – –
MA
966
Montag & Associates
Georgia
$541K – – –
LGF
967
LGT Group Foundation
Liechtenstein
$541K – – –
SWP
968
Strategic Wealth Partners
Ohio
$540K +$558K +2,470 New
SWAG
969
Spectrum Wealth Advisory Group
California
$537K +$226 +1 +0%
IA
970
IFC Advisors
California
$535K -$16K -71 -3%
KP
971
Keel Point
Alabama
$534K +$33.9K +150 +7%
AWM
972
Aberdeen Wealth Management
Illinois
$533K – – –
SAW
973
Signal Advisors Wealth
Michigan
$532K -$3.16K -14 -0.6%
GP
974
Geneva Partners
Wisconsin
$527K -$3.78M -16,736 -87%
RIM
975
Reliant Investment Management
Tennessee
$527K -$5.08M -22,493 -90%
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