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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
976
RDA Financial Network
Iowa
$324K -$18.4K -95 -5%
HI
977
Humankind Investments
New York
$323K -$19.1K -99 -5%
EWA
978
EP Wealth Advisors
California
$323K +$74.8K +387 +29%
JFL
979
Jarislowsky, Fraser Ltd
Quebec, Canada
$322K – – –
MA
980
MCF Advisors
Kentucky
$321K -$38.6K -200 -11%
SSWM
981
Smith Salley Wealth Management
North Carolina
$319K +$14.3K +74 +5%
LC
982
Lindbrook Capital
California
$319K +$80K +414 +33%
KC
983
Kinloch Capital
Virginia
$319K – – –
IAA
984
Independent Advisor Alliance
North Carolina
$319K -$21.4K -111 -6%
VCM
985
Virtue Capital Management
Tennessee
$317K -$50.4K -261 -14%
ECM
986
EagleClaw Capital Management
Massachusetts
$315K -$19.3K -100 -6%
SGWM
987
Sterling Group Wealth Management
California
$311K -$3.87K -20 -1%
MLA
988
My Legacy Advisors
Oregon
$310K +$311K +1,609 New
MWA
989
Meridian Wealth Advisors
Texas
$310K +$193 +1 +0.1%
PMFA
990
Plante Moran Financial Advisors
Michigan
$309K +$3.48K +18 +1%
DWM
991
Dechtman Wealth Management
Colorado
$308K +$193 +1 +0.1%
MYIA
992
Mount Yale Investment Advisors
Colorado
$307K -$1.19M -6,171 -79%
IP
993
Investment Partners
Ohio
$306K +$580 +3 +0.2%
SFS
994
Stiles Financial Services
Minnesota
$306K -$8.89K -46 -3%
I
995
InceptionR
California
$305K +$311K +1,611 New
CA
996
Continuum Advisory
Idaho
$305K +$15.8K +82 +5%
MSFP
997
Mark Sheptoff Financial Planning
Connecticut
$305K – – –
CIA
998
Choate Investment Advisors
Massachusetts
$305K -$118K -610 -28%
TFA
999
Transamerica Financial Advisors
Florida
$304K -$41.5K -215 -12%
PHAM
1000
Palisades Hudson Asset Management
Florida
$304K – – –
38 39
40
41 42