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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
826
Stephens Inc
Arkansas
$941K +$29.7K +131 +4%
AWM
827
Aries Wealth Management
Maine
$936K -$400K -1,762 -31%
GCA
828
Genesee Capital Advisors
New York
$934K +$75.3K +332 +10%
AFG
829
Atomi Financial Group
New York
$929K +$117K +517 +16%
FRA
830
Frank Rimerman Advisors
California
$926K +$46.5K +205 +6%
BEAM
831
Baker Ellis Asset Management
Washington
$924K +$327K +1,440 +61%
CSPIA
832
Cary Street Partners Investment Advisory
Virginia
$923K +$95.7K +422 +13%
FB
833
Fulton Bank
Pennsylvania
$922K -$3.4K -15 -0.4%
AFP
834
Ausdal Financial Partners
Iowa
$919K +$44.7K +197 +6%
MGIA
835
Matthew Goff Investment Advisor
Texas
$918K +$2.72K +12 +0.3%
V
836
VeraBank
Texas
$915K +$908 +4 +0.1%
SRWM
837
Shira Ridge Wealth Management
California
$907K -$681 -3 -0.1%
GL
838
Graypoint LLC
New York
$899K +$32.4K +143 +4%
FFS
839
Founders Financial Securities
Maryland
$899K +$118K +520 +15%
PCS
840
Personal CFO Solutions
New Jersey
$898K +$3.86K +17 +0.5%
ATS
841
Ashton Thomas Securities
New York
$895K +$8.85K +39 +1%
QWP
842
Quotient Wealth Partners
Texas
$885K -$29.9K -132 -4%
CIM
843
Contravisory Investment Management
Massachusetts
$883K -$8.11M -35,765 -91%
CT
844
Caldwell Trust
Florida
$882K – – –
WBC
845
Westpac Banking Corp
Australia
$882K -$173K -763 -17%
MM
846
MQS Management
New York
$882K +$820K +3,613 New
VIP
847
Vista Investment Partners
Oklahoma
$879K – – –
SIA
848
Schechter Investment Advisors
Michigan
$876K -$85.3K -376 -9%
SB
849
Strategic Blueprint
Georgia
$874K -$78.5K -346 -9%
WANY
850
Wealthspire Advisors (New York)
New York
$863K +$34.7K +153 +5%
32 33
34
35 36