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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1301
Members Advisory Group
New York
$221K – – –
MA
1302
MONECO Advisors
Connecticut
$221K +$4.51K +20 +2%
CCMG
1303
Clark Capital Management Group
Pennsylvania
$220K -$16.7K -74 -7%
PFM
1304
Patton Fund Management
Texas
$220K +$227K +1,004 New
MFIM
1305
Mesirow Financial Investment Management
Illinois
$219K +$10.6K +47 +5%
AWA
1306
Arete Wealth Advisors
Illinois
$219K +$6.09K +27 +3%
CCG
1307
Cypress Capital Group
Florida
$219K -$191K -848 -46%
OCM
1308
One Capital Management
California
$218K +$26.4K +117 +13%
MAM
1309
McLean Asset Management
Virginia
$218K +$4.74K +21 +2%
TWM
1310
Topsail Wealth Management
North Carolina
$218K -$6.09K -27 -3%
RWRC
1311
R.W. Roge & Company
New York
$218K – – –
IAS
1312
Investment Advisory Services
Texas
$217K +$19.9K +88 +10%
USCWA
1313
U.S. Capital Wealth Advisors
Texas
$217K +$9.93K +44 +5%
DE
1314
Diversified Enterprises
Delaware
$216K -$9.71K -43 -4%
PP
1315
Patron Partners
Texas
$216K -$3.61K -16 -2%
CT
1316
Chicago Trust
Illinois
$216K +$31.2K +138 +16%
NA
1317
Nordwand Advisors
Pennsylvania
$216K +$223K +987 New
KA
1318
Klingman & Associates
New York
$215K +$222K +984 New
MCWA
1319
Meadow Creek Wealth Advisors
Georgia
$213K -$26.2K -116 -11%
MM
1320
MQS Management
New York
$213K -$596K -2,638 -73%
MSFS
1321
Main Street Financial Solutions
Pennsylvania
$213K -$177K -783 -45%
AP
1322
Appleton Partners
Massachusetts
$213K – – –
PL
1323
Plancorp LLC
Missouri
$212K +$3.16K +14 +1%
NG
1324
Norden Group
Utah
$212K +$11.5K +51 +6%
VF
1325
Vest Financial
Virginia
$212K – – –
51 52
53
54 55