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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
876
McElhenny Sheffield Capital Management
Texas
$600K -$46.4K -226 -7%
AFG
877
Atomi Financial Group
New York
$600K +$206K +1,003 +54%
WSFS
878
Wilmington Savings Fund Society
Delaware
$599K -$15.6K -76 -3%
SWM
879
Sterling Wealth Management
Illinois
$593K – – –
RCM
880
Requisite Capital Management
Texas
$592K – – –
SPC
881
Spirepoint Private Client
Florida
$592K -$51.4K -250 -8%
MA
882
Montag & Associates
Georgia
$590K – – –
GI
883
GAMMA Investing
California
$589K +$144K +701 +33%
MWM
884
Meritas Wealth Management
California
$584K – – –
AWA
885
Aaron Wealth Advisors
Illinois
$577K +$114K +556 +25%
FFA
886
Florida Financial Advisors
Florida
$566K -$15K -73 -3%
CAI
887
Capital Advisors Inc
Oklahoma
$565K +$14.4K +70 +3%
HOWA
888
Heritage Oak Wealth Advisors
Florida
$564K +$550K +2,677 New
FFM
889
Forum Financial Management
Illinois
$563K +$20.1K +98 +4%
PPWP
890
Premier Path Wealth Partners
New Jersey
$561K -$9.86K -48 -2%
AP
891
Adero Partners
California
$561K +$68.6K +334 +14%
SFP
892
Sweet Financial Partners
Minnesota
$560K -$63.3K -308 -10%
MLA
893
My Legacy Advisors
Oregon
$560K +$139K +675 +34%
AWA
894
Amplius Wealth Advisors
Pennsylvania
$558K -$107K -523 -16%
IWM
895
IHT Wealth Management
Illinois
$558K +$8.83K +43 +2%
AWA
896
Arkadios Wealth Advisors
Georgia
$556K +$49.7K +242 +10%
MA
897
Mutual Advisors
Nebraska
$555K +$49.3K +240 +11%
BRM
898
Boston Research & Management
Massachusetts
$552K – – –
PWMG
899
Prestige Wealth Management Group
New Jersey
$551K +$227K +1,103 +73%
QIM
900
Quantitative Investment Management
Virginia
$548K -$2.89M -14,050 -84%
34 35
36
37 38