Marsh

MRSH

Market cap $90.7B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1101	AAMC 1101 Asset Allocation & Management Company Chicago, Illinois	$372K	–	–	–
1102	JAG 1102 Journey Advisory Group Covington, Kentucky	$372K	–	–	–
1103	IP 1103 Investment Partners New Philadelphia, Ohio	$371K	+$1.35K	+6	+0.4%
1104	CBB 1104 Citizens Business Bank Ontario, California	$369K	-$46.5K	-206	-19%
1105	GLA 1105 Great Lakes Advisors Chicago, Illinois	$368K	-$166K	-734	-30%
1106	UB 1106 Umpqua Bank Lake Oswego, Oregon	$368K	+$49.2K	+218	+14%
1107	GWM 1107 Geneos Wealth Management Englewood, Colorado	$368K	+$7.9K	+35	+2%
1108	AP 1108 Advisors Preferred Rockville, Maryland	$367K	+$380K	+1,685	New
1109	AC 1109 ASB Consultores Aventura, Florida	$366K	+$54.6K	+242	+17%
1110	KC 1110 Kinloch Capital Glen Allen, Virginia	$366K	–	–	–
1111	PWAM 1111 Private Wealth Asset Management Cedar Rapids, Iowa	$365K	+$15.6K	+69	+4%
1112	SRL 1112 Scientech Research LLC Jersey City, New Jersey	$364K	+$376K	+1,667	New
1113	WS 1113 Wedbush Securities Los Angeles, California	$363K	+$142K	+628	+61%
1114	MWA 1114 Meridian Wealth Advisors Austin, Texas	$361K	+$677	+3	+0.2%
1115	RW 1115 RVW Wealth Los Angeles, California	$359K	-$8.35K	-37	-2%
1116	TPW 1116 Talon Private Wealth The Villages, Florida	$359K	–	–	–
1117	RCA 1117 Resonant Capital Advisors Madison, Wisconsin	$358K	+$36.3K	+161	+11%
1118	WPW 1118 Waldron Private Wealth Bridgeville, Pennsylvania	$356K	-$26.4K	-117	-7%
1119	RCAG 1119 Rehmann Capital Advisory Group Lansing, Michigan	$355K	+$26.2K	+116	+8%
1120	RMDI 1120 R.M. Davis Inc Portland, Maine	$354K	-$40.6K	-180	-10%
1121	LFG 1121 Lockerman Financial Group Newport Beach, California	$354K	-$13.1K	-58	-3%
1122	BA 1122 Bellwether Advisors Lincoln, Nebraska	$353K	-$677	-3	-0.2%
1123	LJHT 1123 Laurie J. Hall Trustee	$352K	–	–	–
1124	MSFP 1124 Mark Sheptoff Financial Planning Glastonbury, Connecticut	$352K	–	–	–
1125	PHAM 1125 Palisades Hudson Asset Management Fort Lauderdale, Florida	$351K	–	–	–

Marsh MRSH Market cap $90.7B

Marsh

MRSH

Market cap $90.7B