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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1026
Cornerstone Advisory
Maryland
$284K +$289K +1,498 New
CT
1027
Columbia Trust
Oregon
$280K +$3.29K +17 +1%
MRWM
1028
ML&R Wealth Management
Texas
$279K +$5.6K +29 +2%
FFA
1029
Farther Finance Advisors
California
$278K +$186K +964 +191%
HB
1030
HTLF Bank
Colorado
$278K +$283K +1,467 New
AP
1031
Appleton Partners
Massachusetts
$276K -$21.3K -110 -7%
CBFP
1032
Cedar Brook Financial Partners
Ohio
$276K -$40.8K -211 -13%
CTC
1033
Central Trust Company
Missouri
$274K +$14.5K +75 +5%
FFP
1034
FourThought Financial Partners
Florida
$274K +$1.74K +9 +0.6%
RMC
1035
Resources Management Corp
Connecticut
$273K -$14.5K -75 -5%
PP
1036
Patron Partners
Texas
$272K -$580 -3 -0.2%
PP
1037
PFS Partners
New Jersey
$272K – – –
WA
1038
Wealthstream Advisors
New York
$270K +$275K +1,425 New
DI
1039
Diligent Investors
California
$270K – – –
NPP
1040
New Potomac Partners
Maryland
$269K +$274K +1,420 New
IC
1041
Inscription Capital
Texas
$268K – – –
ECM
1042
Evergreen Capital Management
Washington
$268K -$21.3K -110 -7%
ESB
1043
Essex Savings Bank
Connecticut
$268K +$64K +331 +31%
CFP
1044
Catalyst Financial Partners
Massachusetts
$267K +$22.2K +115 +9%
SC
1045
Sapient Capital
Indiana
$266K +$271K +1,405 New
CWP
1046
Capital Wealth Planning
Florida
$265K – – –
GLA
1047
Great Lakes Advisors
Illinois
$263K +$8.12K +42 +3%
PFS
1048
Prospera Financial Services
Texas
$262K -$57K -295 -18%
OP
1049
ORG Partners
Indiana
$261K +$3.09K +16 +1%
KFC
1050
Klingenstein Fields & Co
New York
$261K – – –
40 41
42
43 44