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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
1026
Tower Bridge Advisors
Pennsylvania
$388K -$41.1K -200 -9%
APW
1027
Acima Private Wealth
Virginia
$386K +$7.4K +36 +2%
MWM
1028
Modera Wealth Management
New Jersey
$385K -$38K -185 -9%
SFO
1029
Stokes Family Office
Louisiana
$385K +$393K +1,910 New
JIC
1030
Joel Isaacson & Co
New York
$383K – – –
JCM
1031
Jacobi Capital Management
Pennsylvania
$382K -$2.67K -13 -0.7%
FWA
1032
FSM Wealth Advisors
Ohio
$381K +$22.2K +108 +6%
LOAMU
1033
Lombard Odier Asset Management (USA)
New York
$379K +$387K +1,883 New
MSCM
1034
McElhenny Sheffield Capital Management
Texas
$377K -$211K -1,028 -35%
HWMO
1035
Heritage Wealth Management (Ohio)
Ohio
$373K – – –
CGL
1036
Clarius Group LLC
Washington
$373K -$274K -1,331 -42%
GC
1037
Gilbert & Cook
Iowa
$372K – – –
CPA
1038
Capital Performance Advisors
California
$370K +$378K +1,837 New
FMLI
1039
Fukoku Mutual Life Insurance
Japan
$370K -$30.4K -148 -7%
CFP
1040
Catalyst Financial Partners
Massachusetts
$369K -$13.8K -67 -4%
AWA
1041
AGH Wealth Advisors
Kansas
$369K -$1.44K -7 -0.4%
OCG
1042
Opus Capital Group
Ohio
$368K -$21K -102 -5%
OL
1043
Optas LLC
Texas
$367K -$36K -175 -9%
SAI
1044
Savvy Advisors Inc
New York
$367K -$44.6K -217 -11%
DA
1045
Dillon & Associates
Michigan
$367K – – –
LWP
1046
LeClair Wealth Partners
Ohio
$367K – – –
CPIG
1047
Chicago Partners Investment Group
Illinois
$365K +$44K +214 +12%
GWANC
1048
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K -$823 -4 -0.2%
JAG
1049
Journey Advisory Group
Kentucky
$363K +$20.6K +100 +6%
PWAM
1050
Private Wealth Asset Management
Iowa
$362K +$26.7K +130 +8%
40 41
42
43 44