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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1126
Sava Infond
Slovenia
$350K – – –
VCA
1127
Verdence Capital Advisors
Maryland
$348K +$33.6K +149 +10%
TWA
1128
TCI Wealth Advisors
Arizona
$347K -$4.29K -19 -1%
LGWM
1129
Litman Gregory Wealth Management
California
$347K – – –
GM
1130
GeoWealth Management
Illinois
$346K +$70.4K +312 +25%
CAM
1131
Carret Asset Management
New York
$345K -$2.26K -10 -0.6%
CM
1132
Capital Management
Virginia
$345K – – –
DA
1133
Detalus Advisors
Missouri
$345K – – –
CCA
1134
Childress Capital Advisors
Texas
$345K +$97.5K +432 +38%
VC
1135
Veracity Capital
Georgia
$345K +$6.32K +28 +2%
RBC
1136
Roble Belko & Company
Pennsylvania
$342K – – –
OF
1137
Optimize Financial
California
$342K -$2.26K -10 -0.6%
DMBA
1138
Deseret Mutual Benefit Administrators
Utah
$338K – – –
DJSG
1139
D.J. St. Germain
Massachusetts
$338K +$14K +62 +4%
AFT
1140
Alpha Family Trust
California
$338K – – –
SFS
1141
Stiles Financial Services
Minnesota
$335K +$29.8K +132 +9%
B
1142
Bailard
California
$335K -$9.26K -41 -3%
DWM
1143
Drive Wealth Management
Utah
$332K +$7.68K +34 +2%
SW
1144
SlateStone Wealth
Florida
$332K -$3.84K -17 -1%
JWWM
1145
Johnson & White Wealth Management
Pennsylvania
$332K – – –
SIM
1146
Sentry Investment Management
Wisconsin
$332K – – –
NFC
1147
Northeast Financial Consultants
Connecticut
$331K – – –
SCM
1148
SCS Capital Management
Massachusetts
$329K -$34.3K -152 -9%
YIM
1149
Yoffe Investment Management
Pennsylvania
$328K – – –
NFG
1150
Nations Financial Group
Iowa
$328K +$4.06K +18 +1%
44 45
46
47 48