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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
901
CWA Asset Management Group
Florida
$622K -$108K -524 -15%
LSA
902
Leonteq Securities AG
Switzerland
$622K +$444K +2,161 +233%
BFA
903
Bill Few Associates
Pennsylvania
$622K -$10.3K -50 -2%
4WM
904
44 Wealth Management
Oregon
$621K +$68.5K +333 +12%
LWCFA
905
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$618K – – –
SPC
906
Spirepoint Private Client
Florida
$617K +$54.1K +263 +9%
SCM
907
SOL Capital Management
Maryland
$611K – – –
NSAM
908
North Star Asset Management
Wisconsin
$611K – – –
RCM
909
Regency Capital Management
Hawaii
$606K -$370K -1,801 -37%
AT
910
Avalon Trust
New Mexico
$592K +$45.7K +222 +8%
RIG
911
RiverFront Investment Group
Virginia
$590K +$602K +2,929 New
CC
912
Cadinha & Co
Hawaii
$589K -$16.4M -79,802 -96%
WS
913
Wela Strategies
Georgia
$587K +$89.5K +435 +18%
MC
914
Moors & Cabot
Massachusetts
$583K -$4.53K -22 -0.8%
SG
915
Strid Group
Pennsylvania
$579K – – –
KA
916
Kearns & Associates
California
$576K – – –
AWA
917
Archvest Wealth Advisors
California
$573K +$617 +3 +0.1%
IAS
918
Insigneo Advisory Services
Florida
$572K +$297K +1,446 +104%
SWM
919
Sterling Wealth Management
Illinois
$568K -$206 -1 -0%
FFA
920
Florida Financial Advisors
Florida
$566K -$66.2K -322 -10%
MWM
921
Meritas Wealth Management
California
$565K – – –
TPA
922
Trivium Point Advisory
Connecticut
$564K -$243K -1,181 -30%
PCS
923
Personal CFO Solutions
New Jersey
$560K -$133K -647 -19%
DWM
924
Dakota Wealth Management
Florida
$560K -$59K -287 -9%
OFG
925
OmniStar Financial Group
North Carolina
$559K -$732K -3,561 -56%
35 36
37
38 39