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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
851
Valeo Financial Advisors
Indiana
$291K -$125K -778 -29%
BOTW
852
Bank of the West
California
$290K -$7.05K -44 -2%
PL
853
Pluribus Labs
California
$290K +$299K +1,868 New
AHB
854
Abner Herrman & Brock
New Jersey
$289K -$23.1K -144 -7%
IWC
855
Integrated Wealth Concepts
Massachusetts
$289K +$23.1K +144 +8%
AF
856
Advisornet Financial
Minnesota
$288K -$55.3K -345 -16%
CCG
857
Cypress Capital Group
Florida
$288K -$6.73K -42 -2%
SWA
858
SOA Wealth Advisors
New York
$288K +$321 +2 +0.1%
MPPW
859
Mitchell & Pahl Private Wealth
Oklahoma
$286K -$7.85K -49 -3%
BCM
860
Brookstone Capital Management
Illinois
$285K -$5.93K -37 -2%
SWM
861
SeaCrest Wealth Management
New York
$285K -$4.49K -28 -2%
EFS
862
Essex Financial Services
Connecticut
$285K +$32.5K +203 +12%
EWA
863
EP Wealth Advisors
California
$285K +$294K +1,835 New
SLG
864
Stanley-Laman Group
Pennsylvania
$284K -$82.9K -517 -22%
SWP
865
Strategic Wealth Partners
Ohio
$284K -$48.2K -301 -14%
KFA
866
Kelleher Financial Advisors
New York
$284K +$294K +1,834 New
AG
867
AlphaSimPlex Group
Massachusetts
$282K – – –
PCM
868
Parsons Capital Management
Rhode Island
$281K -$14.1K -88 -5%
LGWM
869
Litman Gregory Wealth Management
California
$279K +$288K +1,800 New
5L
870
55I LLC
Massachusetts
$278K -$961K -5,995 -77%
KFA
871
Krane Funds Advisors
New York
$275K -$116K -721 -29%
CSWM
872
Cassady Schiller Wealth Management
Ohio
$275K – – –
UB
873
UMB Bank
Missouri
$273K – – –
TL
874
Tradewinds LLC
North Carolina
$272K +$280K +1,750 New
DAS
875
Dynamic Advisor Solutions
Arizona
$270K -$962 -6 -0.3%
33 34
35
36 37