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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
826
Chilton Investment Company
Connecticut
$563K – – –
9WM
827
9258 Wealth Management
Ohio
$562K -$13.5K -70 -2%
PO
828
Private Ocean
California
$560K +$571K +2,956 New
LFAS
829
Level Four Advisory Services
Texas
$556K -$26.9K -139 -5%
FFS
830
Founders Financial Securities
Maryland
$552K +$34.8K +180 +7%
PPWP
831
Premier Path Wealth Partners
New Jersey
$551K +$562K +2,907 New
PCP
832
Proficio Capital Partners
Massachusetts
$547K +$4.44K +23 +0.8%
SG
833
Strid Group
Pennsylvania
$544K +$1.74K +9 +0.3%
LWAM
834
Legacy Wealth Asset Management
Minnesota
$542K -$773 -4 -0.1%
KA
835
Kearns & Associates
California
$542K – – –
FIA
836
Foundations Investment Advisors
Arizona
$541K +$40.8K +211 +8%
SIM
837
Sentry Investment Management
Wisconsin
$538K -$5.99K -31 -1%
EHWM
838
Eads & Heald Wealth Management
Georgia
$536K -$580 -3 -0.1%
ATPW
839
Ashton Thomas Private Wealth
Arizona
$535K +$80.4K +416 +17%
SWM
840
Sterling Wealth Management
Illinois
$533K +$544K +2,813 New
FFA
841
Florida Financial Advisors
Florida
$533K +$543K +2,812 New
RCM
842
Requisite Capital Management
Texas
$532K – – –
IWM
843
IHT Wealth Management
Illinois
$532K +$41K +212 +8%
MA
844
Montag & Associates
Georgia
$531K -$24.5K -127 -4%
CFGS
845
Concourse Financial Group Securities
Alabama
$528K +$448K +2,316 +490%
XSC
846
X-Square Capital
Puerto Rico
$528K – – –
MWM
847
Meritas Wealth Management
California
$525K +$67.6K +350 +14%
TC
848
TownSquare Capital
Utah
$520K +$19.5K +101 +4%
SWIG
849
Strategic Wealth Investment Group
Kentucky
$520K +$530K +2,742 New
PIM
850
Penobscot Investment Management
Massachusetts
$518K -$34.4K -178 -6%
32 33
34
35 36