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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
951
Dynamic Advisor Solutions
Arizona
$523K +$11.5K +52 +2%
LAM
952
LECAP Asset Management
United Kingdom
$520K +$517K +2,330 New
PCP
953
Proficio Capital Partners
Massachusetts
$517K -$151K -679 -23%
LFA
954
Legacy Financial Advisors
Kentucky
$516K +$20.4K +92 +4%
OCG
955
Opus Capital Group
Ohio
$511K +$32.4K +146 +7%
FA
956
Faithward Advisors
Pennsylvania
$507K -$16.4K -74 -3%
DWM
957
Dogwood Wealth Management
Kansas
$506K +$288K +1,297 +133%
HPIA
958
Hamilton Point Investment Advisors
North Carolina
$506K +$503K +2,266 New
CCG
959
Catalina Capital Group
California
$504K +$24.6K +111 +5%
SPC
960
Sigma Planning Corp
Michigan
$504K -$444 -2 -0.1%
TWA
961
Talisman Wealth Advisors
New Jersey
$500K -$6.66K -30 -1%
EFA
962
Evernest Financial Advisors
Indiana
$498K +$35.1K +158 +8%
TBA
963
Tower Bridge Advisors
Pennsylvania
$495K +$19.8K +89 +4%
PCH
964
PGIM Custom Harvest
New Jersey
$495K +$149K +673 +44%
MCM
965
Mattern Capital Management
Colorado
$493K +$57.3K +258 +13%
BW
966
Bison Wealth
Georgia
$490K +$487K +2,195 New
EA
967
Everpar Advisors
Oklahoma
$483K -$8.66K -39 -2%
OTL
968
Oak Thistle LLC
New York
$482K +$479K +2,160 New
HFM
969
Harvest Fund Management
China
$478K +$341K +1,535 +252%
WFA
970
WestHill Financial Advisors
California
$478K +$9.77K +44 +2%
PCM
971
Parsons Capital Management
Rhode Island
$475K – – –
CWC
972
Carolinas Wealth Consulting
North Carolina
$472K +$22.2K +100 +5%
MG
973
Mather Group
Illinois
$472K +$30.2K +136 +7%
IAA
974
Independent Advisor Alliance
North Carolina
$471K -$1.11K -5 -0.2%
SHWM
975
Smith & Howard Wealth Management
Georgia
$468K – – –
37 38
39
40 41