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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
926
Alpha Financial Partners
Kentucky
$274K -$16.7K -100 -6%
LFA
927
Legacy Financial Advisors
Kentucky
$274K -$5.66K -34 -2%
PWMG
928
Prestige Wealth Management Group
New Jersey
$274K +$19.5K +117 +8%
VFA
929
Voya Financial Advisors
Connecticut
$274K +$17.7K +106 +7%
EL
930
EWA LLC
Pennsylvania
$272K +$250K +1,501 New
MWA
931
Meridian Wealth Advisors
Texas
$271K -$8.66K -52 -3%
ATPW
932
Ashton Thomas Private Wealth
Arizona
$270K -$555K -3,331 -67%
IAA
933
Independent Advisor Alliance
North Carolina
$270K +$270K +1,620 New
PHAM
934
Palisades Hudson Asset Management
Florida
$268K – – –
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$268K – – –
B
936
Bailard
California
$268K +$8.83K +53 +3%
KIG
937
Kessler Investment Group
Indiana
$267K +$8.5K +51 +3%
SAG
938
Spotlight Asset Group
Illinois
$267K +$287K +1,722 New
LNB
939
Ledyard National Bank
$267K – – –
CFAM
940
Center For Asset Management
Florida
$265K -$2.5K -15 -0.9%
CM
941
Capital Management
Virginia
$263K – – –
CAM
942
Carret Asset Management
New York
$263K – – –
LSA
943
Lion Street Advisors
Texas
$263K +$1K +6 +0.4%
AWA
944
Arete Wealth Advisors
Illinois
$262K -$14.3K -86 -5%
AP
945
Appleton Partners
Massachusetts
$261K – – –
CCG
946
Cypress Capital Group
Florida
$259K -$16K -96 -6%
NB
947
Nicolet Bankshares
Wisconsin
$259K +$33.5K +201 +6%
DA
948
Detalus Advisors
Missouri
$257K – – –
SWP
949
Strategic Wealth Partners
Ohio
$256K -$28.5K -171 -10%
DA
950
Dillon & Associates
Michigan
$253K – – –
36 37
38
39 40