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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
901
Litman Gregory Wealth Management
California
$298K – – –
EP
902
Edgestream Partners
New Jersey
$297K +$293K +1,794 New
CSWM
903
Cassady Schiller Wealth Management
Ohio
$292K -$1.31K -8 -0.5%
JSW
904
Journey Strategic Wealth
New Jersey
$290K +$287K +1,754 New
AFP
905
Alpha Financial Partners
Kentucky
$289K +$286K +1,748 New
PI
906
Putnam Investments
Massachusetts
$289K -$33.7K -206 -11%
HIA
907
Harbor Investment Advisory
Maryland
$289K +$83.7K +512 +41%
RFN
908
RDA Financial Network
Iowa
$287K +$10.3K +63 +4%
CRI
909
Colonial River Investments
Virginia
$287K +$15.9K +97 +6%
NL
910
NWAM LLC
Washington
$286K -$25.8K -158 -8%
PMFA
911
Plante Moran Financial Advisors
Michigan
$286K -$9.97K -61 -3%
CCP
912
Clarkston Capital Partners
Michigan
$285K – – –
RWM
913
RKL Wealth Management
Pennsylvania
$285K – – –
SWP
914
Strategic Wealth Partners
Ohio
$282K -$2.45K -15 -0.9%
JFL
915
Jarislowsky, Fraser Ltd
Quebec, Canada
$281K -$10.8K -66 -4%
MWA
916
Meridian Wealth Advisors
Texas
$278K -$56.6K -346 -17%
LFA
917
Legacy Financial Advisors
Kentucky
$278K +$35.3K +216 +15%
GCP
918
GSA Capital Partners
United Kingdom
$277K -$11.8K -72 -4%
SGWM
919
Sterling Group Wealth Management
California
$276K +$272K +1,666 New
AWA
920
Arete Wealth Advisors
Illinois
$274K -$7.03K -43 -3%
CCG
921
Cypress Capital Group
Florida
$274K -$16.4K -100 -6%
NPF
922
Norris Perne & French
Michigan
$273K – – –
OL
923
Optas LLC
Texas
$271K +$2.94K +18 +1%
MSFP
924
Mark Sheptoff Financial Planning
Connecticut
$266K – – –
CFAM
925
Center For Asset Management
Florida
$266K +$263K +1,608 New
35 36
37
38 39