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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
876
S&CO Inc
Massachusetts
$333K – – –
IWC
877
Integrated Wealth Concepts
Massachusetts
$332K +$26.2K +157 +9%
CBFP
878
Cedar Brook Financial Partners
Ohio
$331K +$17.2K +103 +5%
RBC
879
Roble Belko & Company
Pennsylvania
$331K -$182K -1,090 -35%
AIA
880
Alera Investment Advisors
Illinois
$330K -$10.7K -64 -3%
BCM
881
Brookstone Capital Management
Illinois
$329K +$2.17K +13 +0.7%
WCM
882
Wallace Capital Management
Texas
$326K – – –
STA
883
Summit Trail Advisors
New York
$326K +$109K +655 +50%
KCM
884
Kanawha Capital Management
Virginia
$326K – – –
GFL
885
Granite FO LLC
New Hampshire
$324K +$300K +1,800 New
BIP
886
Blueprint Investment Partners
North Carolina
$324K -$372K -2,234 -53%
JAG
887
Journey Advisory Group
Kentucky
$322K +$20K +120 +7%
AF
888
Advisornet Financial
Minnesota
$322K -$88.5K -531 -22%
WCWM
889
Willow Creek Wealth Management
California
$322K – – –
CFG
890
CKW Financial Group
Hawaii
$319K +$500 +3 +0.2%
PP
891
PDS Planning
Ohio
$319K +$88K +528 +38%
WCA
892
Westover Capital Advisors
Delaware
$316K – – –
APW
893
Acima Private Wealth
Virginia
$313K – – –
CP
894
Covenant Partners
Tennessee
$310K +$85.1K +511 +38%
SWA
895
SOA Wealth Advisors
New York
$310K +$167 +1 +0.1%
FCAG
896
First Capital Advisors Group
New Jersey
$309K -$5.66K -34 -2%
AHB
897
Abner Herrman & Brock
New Jersey
$308K -$2.17K -13 -0.7%
DOA
898
D'Orazio & Associates
Virginia
$308K -$60.1K -361 -16%
MPPW
899
Mitchell & Pahl Private Wealth
Oklahoma
$307K – – –
TL
900
Tradewinds LLC
North Carolina
$307K +$307K +1,841 New
34 35
36
37 38