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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
701
Quantitative Investment Management
Virginia
$1M +$164K +982 +20%
BWS
702
Broadway Wealth Solutions
Texas
$994K +$144K +859 +17%
WBC
703
Westpac Banking Corp
Australia
$990K -$43.1K -258 -4%
LCWP
704
Legacy Capital Wealth Partners
Arkansas
$986K -$134K -800 -12%
BAM
705
Belpointe Asset Management
Nevada
$985K +$16.4K +98 +2%
IA
706
Integrity Alliance
Iowa
$976K -$1K -6 -0.1%
BF
707
BOK Financial
Oklahoma
$971K -$452K -2,706 -32%
PA
708
Parallel Advisors
California
$967K -$147K -880 -13%
JWM
709
JGP Wealth Management
Oregon
$966K +$66K +395 +7%
EWM
710
Elmwood Wealth Management
California
$966K +$28.6K +171 +3%
HBT
711
Hills Bank & Trust
Iowa
$962K -$231K -1,380 -19%
PI
712
PFG Investments
New York
$961K +$496K +2,970 +106%
AWA
713
Arkadios Wealth Advisors
Georgia
$959K -$128K -766 -12%
AC
714
AlphaCore Capital
California
$958K +$96.8K +579 +11%
LI
715
LMCG Investments
Massachusetts
$952K – – –
RWP
716
RWA Wealth Partners
Massachusetts
$950K +$3.51K +21 +0.4%
DCM
717
Donaldson Capital Management
Indiana
$949K -$1.5K -9 -0.2%
AFA
718
AA Financial Advisors
Ohio
$945K -$23.1K -138 -2%
WI
719
WBI Investments
New Jersey
$943K -$1.48M -8,831 -61%
LOWM
720
Laurel Oak Wealth Management
New Jersey
$936K -$6.35K -38 -0.7%
SFA
721
Souders Financial Advisors
Ohio
$927K -$33.8K -202 -4%
FTWA
722
Fifth Third Wealth Advisors
Ohio
$923K -$77.2K -462 -8%
NRS
723
Neville Rodie & Shaw
New York
$922K – – –
IIC
724
Ironwood Investment Counsel
Arizona
$921K – – –
BA
725
Bridgewater Advisors
New York
$921K -$14.4K -86 -2%
27 28
29
30 31