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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1026
Wealth Management Associates
New Jersey
$225K -$10.3K -58 -5%
IP
1027
Ignite Planners
California
$224K +$216K +1,215 New
FCA
1028
Fortis Capital Advisors
Kansas
$223K +$9.4K +53 +5%
LC
1029
Lindbrook Capital
California
$223K +$1.42K +8 +0.7%
CFP
1030
Catalyst Financial Partners
Massachusetts
$223K +$210K +1,185 New
MAP
1031
Milestone Advisory Partners
North Carolina
$222K +$209K +1,179 New
FCM
1032
Fourpath Capital Management
Oklahoma
$220K +$208K +1,171 New
WSTAM
1033
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$38K -214 -16%
HCM
1034
Hollencrest Capital Management
California
$216K – – –
SAG
1035
SageView Advisory Group
California
$216K +$204K +1,147 New
BA
1036
Bristlecone Advisors
Washington
$215K +$203K +1,144 New
KP
1037
Keel Point
Alabama
$214K +$202K +1,136 New
RTC
1038
Riverview Trust Company
Washington
$212K – – –
BMO
1039
Beck Mack & Oliver
New York
$211K +$199K +1,120 New
FFA
1040
Founders Financial Alliance
North Carolina
$209K +$197K +1,111 New
GWANC
1041
Guardian Wealth Advisors (North Carolina)
North Carolina
$207K +$195K +1,101 New
SWM
1042
Spire Wealth Management
Virginia
$207K -$7.45K -42 -4%
DWM
1043
Destination Wealth Management
California
$206K +$195K +1,097 New
IGWM
1044
ICA Group Wealth Management
Colorado
$206K -$887 -5 -0.5%
BI
1045
Ballast Inc
Kentucky
$206K +$194K +1,095 New
AIA
1046
Angeles Investment Advisors
California
$204K +$192K +1,082 New
ESB
1047
Essex Savings Bank
Connecticut
$203K +$192K +1,081 New
GFP
1048
Gryphon Financial Partners
Ohio
$202K +$191K +1,074 New
GC
1049
Garde Capital
Washington
$201K -$5.15K -29 -3%
FDCC
1050
Foster Dykema Cabot & Co
Massachusetts
$201K – – –
40 41
42
43 44