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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HCPC
851
Hamilton Capital Partners (Canada)
$366K -$250K -1,500 -41%
SC
852
SRB Corp
Massachusetts
$366K -$88.8K -533 -20%
DAS
853
Dynamic Advisor Solutions
Arizona
$365K +$35.5K +213 +11%
SHWM
854
Smith & Howard Wealth Management
Georgia
$365K – – –
IC
855
Inscription Capital
Texas
$359K – – –
BONST
856
Bank of Nova Scotia Trust
Ontario, Canada
$358K -$16.2K -97 -4%
AMR
857
Asset Management Resources
Massachusetts
$357K +$27.5K +165 +8%
MPI
858
Mairs & Power Inc
Minnesota
$356K +$109K +656 +44%
WEG
859
World Equity Group
Illinois
$356K +$5.8M +34,788 New
WS
860
Wedbush Securities
California
$354K +$47K +282 +15%
CWM
861
Congress Wealth Management
Massachusetts
$354K +$28.5K +171 +9%
LOAMS
862
Lombard Odier Asset Management (Switzerland)
Switzerland
$350K -$65K -390 -16%
CWC
863
Carolinas Wealth Consulting
North Carolina
$349K -$4.17K -25 -1%
CAMG
864
CWA Asset Management Group
Florida
$349K +$349K +2,094 New
MSFS
865
Main Street Financial Solutions
Pennsylvania
$345K +$16.3K +98 +5%
GC
866
Gilbert & Cook
Iowa
$344K -$18.7K -112 -5%
SCP
867
Sender Company & Partners
New York
$344K +$344K +2,067 New
VCM
868
Virtue Capital Management
Tennessee
$344K +$83.5K +501 +35%
ECM
869
EagleClaw Capital Management
Massachusetts
$344K -$83.3K -500 -20%
TFA
870
Transamerica Financial Advisors
Florida
$343K +$28.8K +173 +9%
SWP
871
Stratos Wealth Partners
Ohio
$342K -$132K -792 -28%
SWM
872
SeaCrest Wealth Management
New York
$339K +$16.3K +98 +5%
CCWM
873
Cassaday & Co Wealth Management
Virginia
$339K – – –
MC
874
Moors & Cabot
Massachusetts
$338K -$239K -1,436 -41%
CIC
875
Chilton Investment Company
Connecticut
$334K – – –
33 34
35
36 37