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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1101
Veracity Capital
Georgia
$378K +$3.4K +15 +1%
DMBA
1102
Deseret Mutual Benefit Administrators
Utah
$378K +$11.6K +51 +3%
AFT
1103
Alpha Family Trust
California
$377K +$123K +540 +54%
PFBT
1104
Parkside Financial Bank & Trust
Missouri
$375K +$58.5K +258 +20%
SW
1105
SlateStone Wealth
Florida
$374K +$454 +2 +0.1%
JWWM
1106
Johnson & White Wealth Management
Pennsylvania
$371K +$1.13K +5 +0.3%
NFC
1107
Northeast Financial Consultants
Connecticut
$369K – – –
LC
1108
Lindbrook Capital
California
$369K +$9.98K +44 +3%
CTC
1109
Central Trust Company
Missouri
$369K -$14.7K -65 -4%
RPC
1110
Rossmore Private Capital
Connecticut
$368K +$50.6K +223 +17%
ACC
1111
Acorn Creek Capital
Colorado
$368K -$18.4K -81 -5%
UB
1112
Umpqua Bank
Oregon
$368K +$17.7K +78 +5%
RCAG
1113
Rehmann Capital Advisory Group
Michigan
$368K +$15.9K +70 +5%
YIM
1114
Yoffe Investment Management
Pennsylvania
$366K – – –
CA
1115
Continuum Advisory
Idaho
$366K +$29.5K +130 +10%
FFP
1116
FourThought Financial Partners
Florida
$363K -$21.1K -93 -6%
DJSG
1117
D.J. St. Germain
Massachusetts
$362K +$166K +733 +97%
DWM
1118
Drive Wealth Management
Utah
$362K +$5.45K +24 +2%
APW
1119
Austin Private Wealth
Texas
$362K +$5.67K +25 +2%
NFG
1120
Nations Financial Group
Iowa
$361K -$229K -1,009 -41%
TM
1121
TigerOak Management
New Mexico
$361K -$16.6K -73 -5%
RCA
1122
Resonant Capital Advisors
Wisconsin
$360K +$49.5K +218 +17%
WCM
1123
WealthBridge Capital Management
Ohio
$360K +$7.49K +33 +2%
PWMG
1124
Prestige Wealth Management Group
New Jersey
$357K +$4.54K +20 +1%
RSWM
1125
Robertson Stephens Wealth Management
California
$355K +$330K +1,454 New
43 44
45
46 47