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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
976
D'Orazio & Associates
Virginia
$496K -$3.11K -14 -0.6%
SRL
977
Scientech Research LLC
New Jersey
$495K -$1.33M -5,981 -72%
SPC
978
Sigma Planning Corp
Michigan
$494K +$14.6K +66 +3%
DTL
979
Dynamic Technology Lab
Singapore
$493K -$4.16M -18,737 -89%
FCG
980
Fielder Capital Group
Tennessee
$493K +$170K +767 +49%
LFA
981
Legacy Financial Advisors
Kentucky
$492K +$666 +3 +0.1%
CCG
982
Catalina Capital Group
California
$488K +$7.76K +35 +2%
IWM
983
IHT Wealth Management
Illinois
$480K -$266K -1,200 -35%
FAIM
984
Financial Advocates Investment Management
Washington
$479K -$424K -1,911 -46%
LFM
985
LGT Fund Management
Liechtenstein
$476K +$497K +2,240 New
SQA
986
Simon Quick Advisors
New Jersey
$475K +$38.8K +175 +8%
MG
987
Mather Group
Illinois
$472K +$24.4K +110 +5%
AF
988
Atala Financial
California
$468K +$489K +2,202 New
TWA
989
Talisman Wealth Advisors
New Jersey
$466K -$8.87K -40 -2%
OFS
990
OneAscent Financial Services
Alabama
$466K +$150K +677 +45%
GLA
991
Good Life Advisors
Pennsylvania
$466K +$487K +2,194 New
ACM
992
Advisors Capital Management
New Jersey
$466K +$98.1K +442 +25%
GLA
993
Great Lakes Advisors
Illinois
$464K +$216K +975 +81%
EA
994
Everpar Advisors
Oklahoma
$464K +$3.99K +18 +0.8%
EFA
995
Evernest Financial Advisors
Indiana
$462K -$12.6K -57 -3%
PCM
996
Parsons Capital Management
Rhode Island
$460K +$7.76K +35 +2%
1C
997
111 Capital
France
$459K +$479K +2,159 New
CBB
998
Citizens Business Bank
California
$456K – – –
WFA
999
WestHill Financial Advisors
California
$455K – – –
TBA
1000
Tower Bridge Advisors
Pennsylvania
$452K -$19.7K -89 -4%
38 39
40
41 42