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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
826
Sequoia Financial Advisors
Ohio
$359K +$143K +906 +76%
IA
827
IFP Advisors
Florida
$357K +$524K +3,322 +334%
APWM
828
Atlas Private Wealth Management
New York
$356K +$20.7K +131 +7%
CA
829
Cetera Advisors
Colorado
$355K +$20.2K +128 +7%
ZCA
830
Zeke Capital Advisors
Pennsylvania
$351K +$325K +2,059 New
FIM
831
Freedom Investment Management
Connecticut
$349K -$10.1K -64 -3%
MWA
832
Meridian Wealth Advisors
Texas
$349K +$631 +4 +0.2%
CWM
833
Congress Wealth Management
Massachusetts
$348K +$4.1K +26 +1%
WCWM
834
Willow Creek Wealth Management
California
$346K – – –
S
835
Surevest
California
$343K – – –
AHB
836
Abner Herrman & Brock
New Jersey
$342K – – –
CIC
837
Chilton Investment Company
Connecticut
$342K – – –
HAIM
838
Hunter Associates Investment Management
Pennsylvania
$341K – – –
SCI
839
S&CO Inc
Massachusetts
$340K – – –
FA
840
Faithward Advisors
Pennsylvania
$340K +$1.1K +7 +0.4%
AMR
841
Asset Management Resources
Massachusetts
$337K +$34.5K +219 +12%
KCM
842
Kanawha Capital Management
Virginia
$334K +$15.8K +100 +5%
AIA
843
Alera Investment Advisors
Illinois
$332K +$17.3K +110 +6%
CBFP
844
Cedar Brook Financial Partners
Ohio
$329K -$788 -5 -0.3%
CWP
845
Curated Wealth Partners
California
$329K – – –
CFG
846
CKW Financial Group
Hawaii
$327K +$473 +3 +0.2%
BOTW
847
Bank of the West
California
$326K -$33.9K -215 -10%
PCM
848
Parsons Capital Management
Rhode Island
$323K – – –
CCG
849
Cypress Capital Group
Florida
$323K +$69.7K +442 +30%
MPPW
850
Mitchell & Pahl Private Wealth
Oklahoma
$322K -$9.3K -59 -3%
32 33
34
35 36