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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
876
CKW Financial Group
Hawaii
$285K +$481 +3 +0.2%
KC
877
Kinloch Capital
Virginia
$285K +$37.4K +233 +14%
DA
878
Drake & Associates
Wisconsin
$284K +$44.1K +275 +17%
NL
879
NWAM LLC
Washington
$282K +$48.5K +302 +19%
APW
880
Acima Private Wealth
Virginia
$281K – – –
AHB
881
Abner Herrman & Brock
New Jersey
$278K – – –
SWA
882
SOA Wealth Advisors
New York
$278K +$321 +2 +0.1%
BCM
883
Brookstone Capital Management
Illinois
$277K -$963 -6 -0.3%
CT
884
Cambridge Trust
Massachusetts
$275K -$25.5K -159 -8%
MPPW
885
Mitchell & Pahl Private Wealth
Oklahoma
$275K – – –
SLG
886
Stanley-Laman Group
Pennsylvania
$273K – – –
PCM
887
Parsons Capital Management
Rhode Island
$272K +$1.93K +12 +0.7%
IWC
888
Integrated Wealth Concepts
Massachusetts
$271K -$7.22K -45 -2%
HPWM
889
Highland Private Wealth Management
Washington
$271K +$17K +106 +6%
BOTW
890
Bank of the West
California
$270K -$8.98K -56 -3%
SWM
891
SeaCrest Wealth Management
New York
$270K -$4.17K -26 -1%
9WM
892
9258 Wealth Management
Ohio
$269K -$27.9K -174 -9%
LGWM
893
Litman Gregory Wealth Management
California
$269K – – –
AWS
894
Atria Wealth Solutions
New York
$269K +$289K +1,799 New
GA
895
GraniteShares Advisors
New York
$268K -$15.4K -96 -5%
TL
896
Tradewinds LLC
North Carolina
$268K +$7.38K +46 +3%
PI
897
PFS Investments
Georgia
$268K +$26.3K +164 +10%
PMFA
898
Plante Moran Financial Advisors
Michigan
$267K +$126K +784 +78%
SAG
899
Spotlight Asset Group
Illinois
$267K +$276K +1,722 New
LNB
900
Ledyard National Bank
$266K +$286K +1,781 New
34 35
36
37 38