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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
826
REDW Wealth
New Mexico
$495K – – –
IWM
827
IHT Wealth Management
Illinois
$494K +$79.3K +414 +19%
DA
828
Drake & Associates
Wisconsin
$492K +$57.7K +301 +13%
FIA
829
Foundations Investment Advisors
Arizona
$491K +$16.5K +86 +3%
CW
830
Connectus Wealth
Ohio
$490K -$15.7K -82 -3%
SMA
831
Sage Mountain Advisors
Georgia
$490K +$13.8K +72 +3%
OCG
832
Opus Capital Group
Ohio
$489K -$96.6K -504 -16%
NFC
833
Northeast Financial Consultants
Connecticut
$487K – – –
CWM
834
C2C Wealth Management
Arizona
$486K – – –
LCGC
835
Legacy Capital Group California
California
$484K -$5.94K -31 -1%
EFS
836
Essex Financial Services
Connecticut
$483K -$1.34K -7 -0.3%
PVI
837
Pine Valley Investments
New Jersey
$483K -$11.5K -60 -2%
TBA
838
Tower Bridge Advisors
Pennsylvania
$482K – – –
ALAM
839
Asahi Life Asset Management
Japan
$480K +$483K +2,520 New
SWM
840
Stockman Wealth Management
Montana
$479K +$1.53K +8 +0.3%
FFM
841
Forum Financial Management
Illinois
$477K -$20.1K -105 -4%
DMBA
842
Deseret Mutual Benefit Administrators
Utah
$474K -$53.5K -279 -10%
AC
843
ASB Consultores
Florida
$467K -$257K -1,339 -35%
AIP
844
ARS Investment Partners
New York
$467K – – –
SCM
845
SOL Capital Management
Maryland
$465K – – –
AWM
846
Aberdeen Wealth Management
Illinois
$464K – – –
FF
847
Fluent Financial
Texas
$463K +$467K +2,435 New
WKWM
848
Walter & Keenan Wealth Management
Indiana
$463K – – –
NWMG
849
National Wealth Management Group
Ohio
$461K +$464K +2,422 New
MWM
850
Meritas Wealth Management
California
$461K – – –
32 33
34
35 36