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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
826
BOK Financial Private Wealth
Colorado
$288K +$45.5K +301 +19%
PCM
827
Parsons Capital Management
Rhode Island
$287K – – –
PP
828
Palladium Partners
Virginia
$286K +$286K +1,891 New
CWP
829
Curated Wealth Partners
California
$285K -$28K -185 -9%
APW
830
Acima Private Wealth
Virginia
$285K – – –
IC
831
Inscription Capital
Texas
$285K +$285K +1,885 New
SWM
832
SeaCrest Wealth Management
New York
$283K -$9.98K -66 -3%
SIC
833
Samalin Investment Counsel
New York
$283K +$151 +1 +0.1%
BCM
834
Brookstone Capital Management
Illinois
$282K -$1.97K -13 -0.7%
AAS
835
Avantax Advisory Services
Texas
$280K +$21.6K +143 +8%
SWA
836
SOA Wealth Advisors
New York
$279K +$1.36K +9 +0.5%
AIA
837
Alera Investment Advisors
Illinois
$278K +$907 +6 +0.3%
AWA
838
Aaron Wealth Advisors
Illinois
$278K +$51.9K +343 +23%
PCM
839
Penserra Capital Management
California
$277K +$27.4K +181 +11%
RMC
840
Resources Management Corp
Connecticut
$273K – – –
LGWM
841
Litman Gregory Wealth Management
California
$273K +$234K +1,547 +611%
IAA
842
Independent Advisor Alliance
North Carolina
$271K +$25.6K +169 +10%
EI
843
Ellevest Inc
New York
$271K +$102K +674 +60%
NB
844
NBT Bank
New York
$270K +$19.5K +129 +8%
IWC
845
Integrated Wealth Concepts
Massachusetts
$265K +$265K +1,751 New
T
846
TOBAM
France
$263K – – –
CCP
847
Clarkston Capital Partners
Michigan
$261K – – –
BFM
848
Boston Financial Management
Massachusetts
$257K -$37.8K -250 -13%
AC
849
Asio Capital
Kentucky
$257K -$30.2K -200 -11%
CS
850
Comerica Securities
Michigan
$257K +$15K +99 +6%
32 33
34
35 36