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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1026
Fukoku Mutual Life Insurance
Japan
$422K – – –
PVI
1027
Pine Valley Investments
New Jersey
$421K -$887 -4 -0.2%
SWM
1028
SeaCrest Wealth Management
New York
$417K +$16.4K +74 +4%
KCM
1029
Kanawha Capital Management
Virginia
$416K – – –
WCM
1030
Wallace Capital Management
Texas
$416K – – –
AP
1031
Advisors Preferred
Maryland
$415K -$117K -528 -21%
AWM
1032
Avior Wealth Management
Nebraska
$415K -$18.2K -82 -4%
CFG
1033
CKW Financial Group
Hawaii
$412K +$887 +4 +0.2%
BAM
1034
Berkshire Asset Management
Pennsylvania
$408K +$40.4K +182 +11%
RBC
1035
Roble Belko & Company
Pennsylvania
$406K – – –
PA
1036
Prossimo Advisors
California
$406K +$18.4K +83 +5%
JAG
1037
Journey Advisory Group
Kentucky
$405K – – –
LAM
1038
L2 Asset Management
Massachusetts
$404K -$11.3K -51 -3%
DFCM
1039
Dark Forest Capital Management
Puerto Rico
$403K -$810K -3,650 -66%
HCP
1040
Hexagon Capital Partners
Arkansas
$401K +$28.2K +127 +7%
MWM
1041
Modera Wealth Management
New Jersey
$400K +$10.2K +46 +3%
APW
1042
Acima Private Wealth
Virginia
$400K – – –
OCG
1043
Opus Capital Group
Ohio
$399K -$91.6K -413 -18%
AWA
1044
AGH Wealth Advisors
Kansas
$398K +$415K +1,872 New
UB
1045
UMB Bank
Missouri
$396K +$87.2K +393 +27%
EB
1046
Eastern Bank
Massachusetts
$395K -$18K -81 -4%
LJHT
1047
Laurie J. Hall Trustee
$395K – – –
IAIM
1048
International Assets Investment Management
Florida
$395K -$10.6K -48 -3%
HWMO
1049
Heritage Wealth Management (Ohio)
Ohio
$393K – – –
WCWM
1050
Willow Creek Wealth Management
California
$393K -$20.2K -91 -5%
40 41
42
43 44