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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1026
IHT Wealth Management
Illinois
$311K -$157K -942 -34%
HWMO
1027
Heritage Wealth Management (Ohio)
Ohio
$309K +$310K +1,852 New
EV
1028
EJMK Ventures
Illinois
$308K +$78.4K +469 +34%
MK
1029
MASTERINVEST Kapitalanlage
$306K -$127K -759 -29%
UB
1030
UMB Bank
Missouri
$305K -$75.1K -449 -20%
LWP
1031
LeClair Wealth Partners
Ohio
$304K +$305K +1,822 New
SCM
1032
Stevens Capital Management
Pennsylvania
$303K +$303K +1,815 New
FMP
1033
Financial Management Professionals
Texas
$303K +$334 +2 +0.1%
CA
1034
Cornerstone Advisory
Maryland
$302K +$2.84K +17 +0.9%
BAM
1035
Blueshift Asset Management
New Jersey
$301K +$302K +1,806 New
DA
1036
Dillon & Associates
Michigan
$301K – – –
VM
1037
Venator Management
Pennsylvania
$300K -$201K -1,200 -40%
NHT
1038
New Hampshire Trust
New Hampshire
$299K +$2.84K +17 +1%
SPC
1039
Sigma Planning Corp
Michigan
$299K -$30.8K -184 -9%
NFC
1040
Northstar Financial Companies
Pennsylvania
$298K – – –
AWM
1041
Avior Wealth Management
Nebraska
$296K -$2.34K -14 -0.8%
LWCFA
1042
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$295K -$27.6K -165 -9%
TWA
1043
Talisman Wealth Advisors
New Jersey
$294K -$17.4K -104 -6%
SAM
1044
Summit Asset Management
Tennessee
$293K – – –
PWA
1045
Prairie Wealth Advisors
Nebraska
$292K – – –
NB
1046
Nicolet Bankshares
Wisconsin
$292K -$668K -3,995 -71%
EFM
1047
E Fund Management
China
$291K -$10.5K -63 -3%
MC
1048
Moors & Cabot
Massachusetts
$290K -$109K -654 -27%
BFM
1049
Boothbay Fund Management
New York
$289K -$215K -1,287 -43%
TW
1050
Tempo Wealth
Ohio
$289K +$1.5K +9 +0.5%
40 41
42
43 44