Marsh

MRSH

Market cap $90.7B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
951	HIMC 951 Heritage Investors Management Corp Bethesda, Maryland	$440K	+$456K	+2,535	New
952	JAG 952 Journey Advisory Group Covington, Kentucky	$437K	–	–	–
953	BCB 953 Brian C. Broderick	$434K	–	–	–
954	FWP 954 FAS Wealth Partners Leawood, Kansas	$433K	+$105K	+586	+31%
955	DWM 955 Drive Wealth Management Lehi, Utah	$432K	+$177K	+987	+66%
956	IAS 956 Insigneo Advisory Services Miami, Florida	$431K	-$95.5K	-531	-18%
957	MA 957 Montag & Associates Atlanta, Georgia	$429K	–	–	–
958	AC 958 Avestar Capital New York	$426K	+$234K	+1,299	+112%
959	AWM 959 Aprio Wealth Management Atlanta, Georgia	$425K	+$126K	+703	+40%
960	CWM 960 Calamos Wealth Management Naperville, Illinois	$425K	+$44.4K	+247	+11%
961	TWM 961 Thrive Wealth Management Audubon, Pennsylvania	$423K	-$67.1K	-373	-13%
962	AWM 962 Aberdeen Wealth Management Lake Bluff, Illinois	$423K	–	–	–
963	QFW 963 QTR Family Wealth Lake Mary, Florida	$418K	+$184K	+1,021	+73%
964	PCS 964 Personal CFO Solutions Chester, New Jersey	$417K	-$44.8K	-249	-9%
965	TC 965 Trust Company Manhattan, Kansas	$416K	–	–	–
966	AU 966 AlphaGrep UK London,	$415K	+$226K	+1,257	+111%
967	MC 967 Moors & Cabot Boston, Massachusetts	$415K	-$87.7K	-488	-17%
968	GBT 968 Grove Bank & Trust Miami, Florida	$411K	+$222K	+1,235	+109%
969	CPA 969 Capital Planning Advisors Roseville, California	$410K	-$3.09M	-17,180	-88%
970	PIA 970 Powell Investment Advisors Miami, Florida	$409K	–	–	–
971	PCIA 971 Prime Capital Investment Advisors Overland Park, Kansas	$409K	-$55K	-306	-11%
972	SC 972 Sapient Capital Indianapolis, Indiana	$406K	+$183K	+1,018	+77%
973	PA 973 Procyon Advisors Shelton, Connecticut	$401K	+$6.29K	+35	+2%
974	CIA 974 Caerus Investment Advisors West Lake Hills, Texas	$400K	+$77.8K	+433	+23%
975	G 975 GenTrust Miami, Florida	$399K	+$414K	+2,303	New

Marsh MRSH Market cap $90.7B

Marsh

MRSH

Market cap $90.7B