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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HCPC
726
Hamilton Capital Partners (Canada)
$612K +$605K +3,700 New
AWE
727
Avidian Wealth Enterprises
Texas
$611K -$8.99K -55 -1%
SI
728
Stephens Inc
Arkansas
$609K +$205K +1,252 +52%
KFP
729
KB Financial Partners
New Jersey
$608K -$19.6K -120 -3%
FB
730
Fulton Bank
Pennsylvania
$603K +$151K +921 +34%
QCM
731
Quantinno Capital Management
New York
$602K +$155K +948 +35%
PP
732
Paloma Partners
Connecticut
$602K +$414K +2,534 +230%
AFP
733
Ausdal Financial Partners
Iowa
$595K +$1.47K +9 +0.3%
BP
734
Ballentine Partners
Massachusetts
$593K -$164 -1 -0%
SFS
735
Stiles Financial Services
Minnesota
$580K -$39.2K -240 -6%
T
736
TrueFG
Texas
$579K – – –
NCM
737
Noesis Capital Mangement
Florida
$579K – – –
SFA
738
Sequoia Financial Advisors
Ohio
$576K +$197K +1,204 +53%
MC
739
Moors & Cabot
Massachusetts
$574K +$32.5K +199 +6%
VT
740
Vise Technologies
New York
$573K +$193K +1,182 +52%
CT
741
Caldwell Trust
Florida
$572K -$63.4K -388 -10%
DWM
742
Dakota Wealth Management
Florida
$572K -$62.6K -383 -10%
AWA
743
Archvest Wealth Advisors
California
$569K -$36.5K -223 -6%
ACG
744
Allen Capital Group
Nebraska
$569K +$562K +3,436 New
GCMG
745
Gyroscope Capital Management Group
Florida
$564K -$491 -3 -0.1%
TFS
746
TrustCore Financial Services
Tennessee
$562K +$11K +67 +2%
SC
747
Savant Capital
Illinois
$561K -$8.34K -51 -1%
VFA
748
Valeo Financial Advisors
Indiana
$558K +$230K +1,408 +72%
KCM
749
Kathmere Capital Management
Pennsylvania
$558K +$129K +788 +31%
AWS
750
Atria Wealth Solutions
New York
$555K +$255K +1,558 +87%
28 29
30
31 32