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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
826
Sage Mountain Advisors
Georgia
$470K +$15.8K +89 +4%
SC
827
SRB Corp
Massachusetts
$470K +$53.2K +300 +14%
AWA
828
Aaron Wealth Advisors
Illinois
$470K +$35.7K +201 +9%
FIA
829
Foundations Investment Advisors
Arizona
$469K +$2.84K +16 +0.6%
MA
830
Mutual Advisors
Nebraska
$469K -$141K -797 -24%
ATPW
831
Ashton Thomas Private Wealth
Arizona
$469K +$155K +873 +54%
AIP
832
ARS Investment Partners
New York
$461K – – –
SCM
833
SOL Capital Management
Maryland
$460K – – –
AWM
834
Aberdeen Wealth Management
Illinois
$458K – – –
WKWM
835
Walter & Keenan Wealth Management
Indiana
$457K – – –
FAIM
836
Financial Advocates Investment Management
Washington
$456K +$31.1K +175 +8%
MWM
837
Meritas Wealth Management
California
$455K – – –
GA
838
Geller Advisors
New York
$454K -$55.4K -312 -11%
ICG
839
InterOcean Capital Group
Tennessee
$451K +$13.7K +77 +3%
CCG
840
Cypress Capital Group
Florida
$449K +$147K +828 +53%
T
841
TOBAM
France
$448K – – –
PIA
842
Powell Investment Advisors
Florida
$444K – – –
RMCM
843
Reynders McVeigh Capital Management
Massachusetts
$438K -$8.16K -46 -2%
CAMG
844
CWA Asset Management Group
Florida
$432K +$36.4K +205 +10%
BIP
845
Blueprint Investment Partners
North Carolina
$432K +$62.6K +353 +18%
TWA
846
Talisman Wealth Advisors
New Jersey
$431K – – –
DA
847
Drake & Associates
Wisconsin
$430K -$3.73K -21 -0.9%
HT
848
Headlands Technologies
Illinois
$427K +$325K +1,831 +419%
BONH
849
Bank of New Hampshire
New Hampshire
$425K -$5.86K -33 -1%
DAS
850
Dynamic Advisor Solutions
Arizona
$424K +$11K +62 +3%
32 33
34
35 36