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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
701
Advisory Services Network
Georgia
$1.04M +$165K +916 +18%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$1.04M +$64.5K +359 +6%
FRA
703
Frank Rimerman Advisors
California
$1.04M -$2.52K -14 -0.2%
DADC
704
D.A. Davidson & Co
Montana
$1.04M -$11K -61 -1%
IA
705
Integrity Alliance
Iowa
$1.02M -$98.3K -547 -9%
PCG
706
Prosperity Consulting Group
Maryland
$1.01M -$1.24M -6,883 -54%
BAM
707
Belpointe Asset Management
Nevada
$1.01M -$84.1K -468 -7%
AFA
708
AA Financial Advisors
Ohio
$1.01M -$57.9K -322 -5%
NG
709
Novem Group
New York
$1.01M +$60.2K +335 +6%
BTWM
710
Baker Tilly Wealth Management
Wisconsin
$1.01M +$452K +2,516 +77%
SAM
711
Sompo Asset Management
Japan
$1M -$75.5K -420 -7%
SFA
712
Souders Financial Advisors
Ohio
$1,000K -$142K -790 -12%
LI
713
LMCG Investments
Massachusetts
$991K +$1.03M +5,712 New
DCM
714
Donaldson Capital Management
Indiana
$990K -$85.8K -477 -8%
RWP
715
RWA Wealth Partners
Massachusetts
$985K -$187K -1,042 -16%
DWT
716
Dorsey & Whitney Trust
South Dakota
$983K +$51.4K +286 +5%
LOWM
717
Laurel Oak Wealth Management
New Jersey
$981K -$1.62K -9 -0.2%
S
718
SimplyRich
California
$980K -$16.2K -90 -2%
NB
719
Nicolet Bankshares
Wisconsin
$978K +$574K +3,192 +129%
EWM
720
Elmwood Wealth Management
California
$975K -$44K -245 -4%
AA
721
ABC Arbitrage
France
$974K -$1.36M -7,564 -57%
NP
722
NorthRock Partners
Minnesota
$969K +$561K +3,119 +126%
SBFM
723
S-Bank Fund Management
Finland
$964K -$37.2K -207 -4%
RIL
724
Rothschild Investment LLC
Illinois
$963K +$340K +1,889 +52%
NRS
725
Neville Rodie & Shaw
New York
$959K – – –
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