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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
826
Abbrea Capital
California
$671K – – –
RB
827
Rodgers Brothers
Pennsylvania
$669K – – –
KBFS
828
Kohmann Bosshard Financial Services
Ohio
$668K – – –
SAM
829
Smartleaf Asset Management
Massachusetts
$667K +$168K +844 +35%
CAMG
830
CWA Asset Management Group
Florida
$664K -$38.1K -191 -6%
DSC
831
Duncker Streett & Co
Missouri
$659K – – –
LIM
832
Leavell Investment Management
Alabama
$654K +$3.39K +17 +0.5%
AWA
833
Amplius Wealth Advisors
Pennsylvania
$654K -$94.3K -473 -13%
WFPG
834
Waller Financial Planning Group
Ohio
$653K +$2.19K +11 +0.3%
WFA
835
WestHill Financial Advisors
California
$652K +$401K +2,013 +175%
TWM
836
Thrive Wealth Management
Pennsylvania
$650K -$7.37K -37 -1%
BFA
837
Bill Few Associates
Pennsylvania
$649K – – –
ATPW
838
Ashton Thomas Private Wealth
Arizona
$642K +$57.8K +290 +10%
DWM
839
Defined Wealth Management
Oregon
$642K -$598 -3 -0.1%
WPW
840
Waldron Private Wealth
Pennsylvania
$640K +$199 +1 +0%
FFS
841
Founders Financial Securities
Maryland
$639K +$37.3K +187 +6%
MSCM
842
McElhenny Sheffield Capital Management
Texas
$633K -$37.5K -188 -6%
BBA
843
Baader Bank Aktiengesellschaft
Germany
$632K -$11.8K -59 -2%
DFG
844
Delta Financial Group
New Jersey
$631K – – –
SCTC
845
Sanibel Captiva Trust Company
Florida
$631K – – –
SPC
846
Spirepoint Private Client
Florida
$630K +$609K +3,058 New
SPIS
847
Steward Partners Investment Solutions
Oregon
$625K +$6.97K +35 +1%
CIC
848
Chilton Investment Company
Connecticut
$625K +$12.6K +63 +2%
NSAM
849
North Star Asset Management
Wisconsin
$624K +$2.79K +14 +0.5%
SMA
850
Sage Mountain Advisors
Georgia
$623K -$15.3K -77 -2%
32 33
34
35 36