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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
976
Destination Wealth Management
California
$455K +$459K +2,455 New
RBC
977
Roble Belko & Company
Pennsylvania
$455K +$166K +889 +57%
TSMHT
978
Thurston Springer Miller Herd & Titak
Indiana
$455K +$386K +2,066 +538%
MC
979
Middleton & Co
Massachusetts
$453K +$151K +808 +49%
FWM
980
Foguth Wealth Management
Michigan
$452K +$463K +2,479 New
AWM
981
Aberdeen Wealth Management
Illinois
$452K – – –
TC
982
Trust Company
Kansas
$445K +$447K +2,393 +29,913%
JAG
983
Journey Advisory Group
Kentucky
$444K +$79.3K +424 +24%
ECM
984
Evergreen Capital Management
Washington
$442K -$44.5K -238 -9%
KF
985
Krilogy Financial
Missouri
$442K +$450K +2,405 New
PIA
986
Powell Investment Advisors
Florida
$438K – – –
TPI
987
Trust Point Inc
Wisconsin
$435K -$374 -2 -0.1%
ACM
988
Andina Capital Management
Utah
$433K +$11.2K +60 +3%
AT
989
Avalon Trust
New Mexico
$430K -$116K -618 -21%
GWM
990
Goldenstone Wealth Management
California
$426K +$429K +2,295 New
PA
991
Procyon Advisors
Connecticut
$423K +$10.5K +56 +3%
JFG
992
Jefferies Financial Group
New York
$417K -$1.58M -8,479 -79%
IA
993
Intellus Advisors
Florida
$416K – – –
GAM
994
Groupama Asset Management
France
$415K -$43.6K -233 -9%
FMI
995
Frec Markets Inc
California
$414K +$417K +2,233 New
AIP
996
ARS Investment Partners
New York
$413K -$46.7K -250 -10%
CCP
997
Clarkston Capital Partners
Michigan
$413K – – –
FC
998
Financial Consulate
Maryland
$411K +$409K +2,188 +7,293%
WKWM
999
Walter & Keenan Wealth Management
Indiana
$410K -$4.67K -25 -1%
CWM
1000
Calamos Wealth Management
Illinois
$409K -$9.81M -52,472 -96%
38 39
40
41 42