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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
951
Brookstone Capital Management
Illinois
$452K -$4.93K -24 -1%
PCM
952
Parsons Capital Management
Rhode Island
$449K – – –
KP
953
Keel Point
Alabama
$449K +$127K +619 +43%
TBA
954
Tower Bridge Advisors
Pennsylvania
$449K -$41.1K -200 -9%
PCG
955
Prosperity Consulting Group
Maryland
$448K +$7.6K +37 +2%
GWA
956
Gratus Wealth Advisors
Virginia
$447K -$18.3K -89 -4%
GC
957
Gratus Capital
Georgia
$446K +$435K +2,117 New
IAA
958
Independent Advisor Alliance
North Carolina
$446K +$77.2K +376 +22%
SHWM
959
Smith & Howard Wealth Management
Georgia
$443K – – –
WFA
960
WestHill Financial Advisors
California
$442K -$219K -1,065 -34%
RIL
961
Rothschild Investment LLC
Illinois
$441K +$309K +1,502 +255%
CAM
962
Congress Asset Management
Massachusetts
$440K – – –
TL
963
Tradewinds LLC
North Carolina
$438K +$427K +2,078 New
SSWM
964
Smith Salley Wealth Management
North Carolina
$437K -$5.55K -27 -1%
EFA
965
Evernest Financial Advisors
Indiana
$437K -$9.04K -44 -2%
CAC
966
Core Alternative Capital
Georgia
$433K – – –
MSFS
967
Main Street Financial Solutions
Pennsylvania
$430K -$4.31K -21 -1%
MWM
968
Mosley Wealth Management
California
$429K – – –
MIM
969
Merrion Investment Management
New Jersey
$428K – – –
AWM
970
Avior Wealth Management
Nebraska
$427K -$81.3K -396 -16%
CWC
971
Carolinas Wealth Consulting
North Carolina
$425K -$4.93K -24 -1%
RT
972
Rockland Trust
Massachusetts
$422K +$170K +829 +71%
KCM
973
Kanawha Capital Management
Virginia
$422K +$1.44K +7 +0.4%
VI
974
Versor Investments
New York
$421K -$452K -2,202 -52%
SCI
975
S&CO Inc
Massachusetts
$421K – – –
37 38
39
40 41