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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
951
Evernest Financial Advisors
Indiana
$429K +$69K +346 +20%
BCM
952
Brookstone Capital Management
Illinois
$426K +$8.57K +43 +2%
MSFS
953
Main Street Financial Solutions
Pennsylvania
$424K +$13.4K +67 +3%
T
954
TOBAM
France
$424K – – –
CAC
955
Core Alternative Capital
Georgia
$423K -$44.8K -225 -10%
CWC
956
Carolinas Wealth Consulting
North Carolina
$420K +$797 +4 +0.2%
MWM
957
Mosley Wealth Management
California
$419K – – –
MIM
958
Merrion Investment Management
New Jersey
$418K +$99.7K +500 +33%
SRL
959
Scientech Research LLC
New Jersey
$413K +$400K +2,007 New
KCM
960
Kanawha Capital Management
Virginia
$411K +$8.57K +43 +2%
SCI
961
S&CO Inc
Massachusetts
$411K – – –
AWM
962
Aprio Wealth Management
Georgia
$411K +$21.1K +106 +6%
MLA
963
My Legacy Advisors
Oregon
$409K +$74.7K +375 +23%
CCG
964
Catalina Capital Group
California
$406K +$392K +1,969 New
WCM
965
Wallace Capital Management
Texas
$404K – – –
MFS
966
Mirabella Financial Services
United Kingdom
$404K +$390K +1,959 New
APP
967
Avantax Planning Partners
Iowa
$402K +$389K +1,953 New
WCWM
968
Willow Creek Wealth Management
California
$401K +$1.79K +9 +0.5%
VCP
969
Verus Capital Partners
Arizona
$401K -$10.8K -54 -3%
JAG
970
Journey Advisory Group
Kentucky
$395K – – –
MWM
971
Modera Wealth Management
New Jersey
$394K +$18.3K +92 +5%
CFG
972
CKW Financial Group
Hawaii
$394K +$598 +3 +0.2%
I
973
InceptionR
California
$394K +$59.8K +300 +19%
CM
974
Capula Management
Cayman Islands
$392K +$379K +1,904 New
MFA
975
Mayflower Financial Advisors
Massachusetts
$392K +$72.1K +362 +23%
37 38
39
40 41