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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1026
Acima Private Wealth
Virginia
$459K – – –
ACM
1027
Aster Capital Management
United Arab Emirates
$457K +$94.6K +417 +28%
CA
1028
Cornerstone Advisory
Maryland
$456K +$68.5K +302 +18%
CI
1029
Corient IA
Florida
$454K +$422K +1,860 New
GWANC
1030
Guardian Wealth Advisors (North Carolina)
North Carolina
$453K +$20K +88 +5%
DAS
1031
Dynamic Advisor Solutions
Arizona
$453K +$23.6K +104 +6%
WCWM
1032
Willow Creek Wealth Management
California
$452K +$1.13K +5 +0.3%
HWMO
1033
Heritage Wealth Management (Ohio)
Ohio
$452K – – –
PDL
1034
Portfolio Design Labs
California
$451K +$164K +721 +64%
CCG
1035
Cypress Capital Group
Florida
$451K +$192K +848 +85%
GC
1036
Gilbert & Cook
Iowa
$450K – – –
GIA
1037
Gladstone Institutional Advisory
Florida
$450K -$41.5K -183 -9%
CFP
1038
Catalyst Financial Partners
Massachusetts
$449K +$26.8K +118 +7%
RFN
1039
RDA Financial Network
Iowa
$449K +$15.2K +67 +4%
RIL
1040
Rothschild Investment LLC
Illinois
$449K +$14.5K +64 +4%
LWP
1041
LeClair Wealth Partners
Ohio
$444K – – –
TPI
1042
Trust Point Inc
Wisconsin
$444K -$269K -1,184 -39%
UFF
1043
USA Financial Formulas
Michigan
$441K +$185K +816 +82%
TC
1044
TFR Capital
Texas
$441K +$410K +1,809 New
AWA
1045
AGH Wealth Advisors
Kansas
$440K -$15.2K -67 -4%
PVI
1046
Pine Valley Investments
New Jersey
$439K -$40.6K -179 -9%
DA
1047
Dillon & Associates
Michigan
$439K – – –
RMDI
1048
R.M. Davis Inc
Maine
$439K +$40.8K +180 +11%
NFC
1049
Northstar Financial Companies
Pennsylvania
$436K – – –
EL
1050
EWA LLC
Pennsylvania
$435K +$8.62K +38 +2%
40 41
42
43 44