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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
801
Legacy Capital Wealth Partners
Arkansas
$1.03M -$103K -453 -10%
FIA
802
Foundations Investment Advisors
Arizona
$1.03M +$261K +1,150 +38%
CAG
803
Csenge Advisory Group
Florida
$1.02M -$12.7K -56 -1%
TPA
804
Trivium Point Advisory
Connecticut
$1.02M +$73.7K +325 +8%
NP
805
Nilsine Partners
Colorado
$1.02M -$18.8K -83 -2%
ECM
806
ExodusPoint Capital Management
New York
$1M +$590K +2,600 +172%
WWM
807
Western Wealth Management
Colorado
$998K -$39.9K -176 -4%
CBA
808
Coastal Bridge Advisors
Connecticut
$997K +$927K +4,084 New
GAG
809
GM Advisory Group
New York
$996K +$2.72K +12 +0.3%
FCI
810
Financial Counselors Inc
Kansas
$994K +$263K +1,160 +40%
AUB
811
Atlantic Union Bankshares
Virginia
$990K +$6.81K +30 +0.7%
TTIC
812
Tower Trust & Investment Company
Iowa
$988K +$994K +4,382 New
ANTB
813
AMG National Trust Bank
Colorado
$986K +$43.1K +190 +5%
SWA
814
SFMG Wealth Advisors
Texas
$985K +$15.2K +67 +2%
WWA
815
Wingate Wealth Advisors
Massachusetts
$981K – – –
SFS
816
Sowell Financial Services
Arkansas
$977K +$908K +4,004 New
KWA
817
Kondo Wealth Advisors
California
$970K -$84.2K -371 -9%
ML
818
McAdam LLC
Pennsylvania
$963K +$10.7K +47 +1%
ACM
819
Allred Capital Management
Texas
$963K -$8.85K -39 -1%
NWAG
820
Net Worth Advisory Group
Utah
$962K +$192K +847 +27%
EIM
821
Essex Investment Management
Massachusetts
$960K -$75.8K -334 -8%
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$958K +$28.4K +125 +3%
FFA
823
Farther Finance Advisors
California
$955K -$50.4K -222 -5%
NC
824
Napatree Capital
Rhode Island
$954K +$39.3K +173 +5%
PGWM
825
Parisi Gray Wealth Management
New Jersey
$947K +$881K +3,881 New
31 32
33
34 35