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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
851
Atomi Financial Group
New York
$732K +$96.1K +433 +15%
RB
852
Rodgers Brothers
Pennsylvania
$725K – – –
KIM
853
Kestra Investment Management
Texas
$725K +$721K +3,249 New
KBFS
854
Kohmann Bosshard Financial Services
Ohio
$724K – – –
EWA
855
EP Wealth Advisors
California
$722K +$197K +887 +38%
CAMG
856
CWA Asset Management Group
Florida
$720K +$717K +3,228 New
DSC
857
Duncker Streett & Co
Missouri
$714K – – –
OFG
858
OmniStar Financial Group
North Carolina
$713K +$708K +3,190 New
WFPG
859
Waller Financial Planning Group
Ohio
$712K +$2.66K +12 +0.4%
WPW
860
Waldron Private Wealth
Pennsylvania
$711K -$888 -4 -0.1%
SCTC
861
Sanibel Captiva Trust Company
Florida
$711K +$24.4K +110 +4%
AWM
862
AE Wealth Management
Kansas
$711K +$70.8K +319 +11%
BFA
863
Bill Few Associates
Pennsylvania
$708K – – –
WANY
864
Wealthspire Advisors (New York)
New York
$706K +$139K +627 +25%
FIA
865
Foundations Investment Advisors
Arizona
$704K +$65.7K +296 +10%
DWM
866
Defined Wealth Management
Oregon
$702K +$3.33K +15 +0.5%
TWM
867
Thrive Wealth Management
Pennsylvania
$699K -$10.2K -46 -1%
CIA
868
Capital Investment Advisors
Georgia
$697K -$32.6K -147 -4%
9WM
869
9258 Wealth Management
Ohio
$690K +$26.9K +121 +4%
NWAG
870
Net Worth Advisory Group
Utah
$690K +$686K +3,092 New
BBA
871
Baader Bank Aktiengesellschaft
Germany
$688K -$56.4K -254 -8%
CIC
872
Chilton Investment Company
Connecticut
$684K +$34.4K +155 +5%
SWP
873
Stratos Wealth Partners
Ohio
$676K -$37.7K -170 -5%
SCM
874
SOL Capital Management
Maryland
$676K – – –
NSAM
875
North Star Asset Management
Wisconsin
$676K – – –
33 34
35
36 37