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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
776
Forum Financial Management
Illinois
$506K +$26.2K +160 +6%
9WM
777
9258 Wealth Management
Ohio
$505K +$205K +1,251 +70%
XSC
778
X-Square Capital
Puerto Rico
$504K +$19.8K +121 +4%
SRWM
779
Shira Ridge Wealth Management
California
$504K +$498K +3,044 New
NSAM
780
North Star Asset Management
Wisconsin
$501K – – –
SB
781
Strategic Blueprint
Georgia
$493K -$2.78K -17 -0.6%
FBB
782
Fulton Breakefield Broenniman
Maryland
$490K +$8.18K +50 +2%
WSFS
783
Wilmington Savings Fund Society
Delaware
$487K – – –
TCOT
784
Trust Company of Toledo
Ohio
$486K – – –
TWM
785
Thrive Wealth Management
Pennsylvania
$485K -$145K -886 -23%
MA
786
Montag & Associates
Georgia
$484K -$12.3K -75 -2%
RL
787
Ruffer LLP
United Kingdom
$482K – – –
WP
788
WealthSource Partners
California
$479K -$7.2K -44 -1%
BONH
789
Bank of New Hampshire
New Hampshire
$477K -$50.7K -310 -10%
GL
790
Graypoint LLC
New York
$476K -$15K -92 -3%
GA
791
Geller Advisors
New York
$474K +$4.91K +30 +1%
KA
792
Kearns & Associates
California
$473K +$468K +2,860 New
LWAM
793
Legacy Wealth Asset Management
Minnesota
$473K +$6.21K +38 +1%
TFCP
794
Twin Focus Capital Partners
Massachusetts
$473K -$654 -4 -0.1%
SWP
795
Stratos Wealth Partners
Ohio
$471K -$10.5K -64 -2%
PCP
796
Proficio Capital Partners
Massachusetts
$471K +$4.74K +29 +1%
HWMA
797
Heritage Wealth Management (Arizona)
Arizona
$468K +$237K +1,448 +105%
BWM
798
Buckley Wealth Management
Nevada
$467K +$5.72K +35 +1%
SWM
799
Stockman Wealth Management
Montana
$462K – – –
APWM
800
Atlas Private Wealth Management
New York
$459K +$36.1K +221 +9%
30 31
32
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