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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
951
Patron Partners
Texas
$253K – – –
CA
952
Continuum Advisory
Idaho
$252K -$6K -36 -2%
GA
953
GraniteShares Advisors
New York
$252K -$4.83K -29 -2%
FFA
954
First Foundation Advisors
California
$251K -$63.5K -381 -20%
AAS
955
Ameritas Advisory Services
Nebraska
$250K -$18.3K -110 -7%
NAS
956
Nicolet Advisory Services
Wisconsin
$249K +$245K +1,468 New
FHA
957
Flagship Harbor Advisors
Massachusetts
$248K – – –
HFG
958
Heron Financial Group
New York
$246K +$11.7K +70 +5%
PFS
959
Prospera Financial Services
Texas
$246K +$3.83K +23 +2%
CT
960
Colonial Trust
South Carolina
$246K +$196K +1,178 +378%
CWP
961
Capital Wealth Planning
Florida
$245K +$12.3K +74 +5%
RP
962
Riverwater Partners
Wisconsin
$242K -$1.5K -9 -0.6%
PP
963
PFS Partners
New Jersey
$239K – – –
FFP
964
FourThought Financial Partners
Florida
$238K +$7K +42 +3%
DI
965
Diligent Investors
California
$237K -$25K -150 -10%
HIA
966
Harbor Investment Advisory
Maryland
$237K -$54.5K -327 -19%
GCMG
967
Gyroscope Capital Management Group
Florida
$236K -$332K -1,992 -58%
ECM
968
Evergreen Capital Management
Washington
$235K +$2.17K +13 +0.9%
MPWT
969
MassMutual Private Wealth & Trust
Connecticut
$235K +$28.5K +171 +14%
RT
970
Rockland Trust
Massachusetts
$231K +$7.33K +44 +3%
VC
971
Veracity Capital
Georgia
$230K +$4.5K +27 +2%
GT
972
Glenview Trust
Kentucky
$230K – – –
FCBT
973
First Citizens Bank & Trust
North Carolina
$230K – – –
SSWM
974
Smith Salley Wealth Management
North Carolina
$229K -$5.66K -34 -2%
YIA
975
YHB Investment Advisors
Connecticut
$229K -$5.16K -31 -2%
37 38
39
40 41