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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
876
Mutual Advisors
Nebraska
$323K +$29.9K +183 +10%
SWM
877
SeaCrest Wealth Management
New York
$321K +$21.6K +132 +7%
BCM
878
Brookstone Capital Management
Illinois
$321K +$8.67K +53 +3%
WCWM
879
Willow Creek Wealth Management
California
$320K -$15.9K -97 -5%
CFG
880
CKW Financial Group
Hawaii
$317K +$491 +3 +0.2%
WCA
881
Westover Capital Advisors
Delaware
$314K -$18K -110 -5%
FAIM
882
Financial Advocates Investment Management
Washington
$313K +$310K +1,894 New
FFA
883
First Foundation Advisors
California
$313K -$31.4K -192 -9%
FCAG
884
First Capital Advisors Group
New Jersey
$312K -$6.38K -39 -2%
TFA
885
Transamerica Financial Advisors
Florida
$312K -$7.36K -45 -2%
CBFP
886
Cedar Brook Financial Partners
Ohio
$312K -$19.8K -121 -6%
APW
887
Acima Private Wealth
Virginia
$311K – – –
KC
888
Kinloch Capital
Virginia
$311K -$4.91K -30 -2%
AHB
889
Abner Herrman & Brock
New Jersey
$308K – – –
CT
890
Cambridge Trust
Massachusetts
$308K +$2.94K +18 +1%
SWA
891
SOA Wealth Advisors
New York
$307K -$818 -5 -0.3%
WS
892
Wedbush Securities
California
$305K +$302K +1,846 New
MPPW
893
Mitchell & Pahl Private Wealth
Oklahoma
$305K – – –
AWA
894
Aaron Wealth Advisors
Illinois
$303K -$126K -768 -30%
IWC
895
Integrated Wealth Concepts
Massachusetts
$303K +$2.94K +18 +1%
JAG
896
Journey Advisory Group
Kentucky
$300K -$47.4K -290 -14%
TWA
897
Talisman Wealth Advisors
New Jersey
$300K +$296K +1,810 New
TA
898
TFB Advisors
Kansas
$300K +$296K +1,812 New
PCM
899
Parsons Capital Management
Rhode Island
$299K -$1.96K -12 -0.7%
NHT
900
New Hampshire Trust
New Hampshire
$298K +$295K +1,803 New
34 35
36
37 38