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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1051
Aspiriant LLC
California
$289K +$289K +1,731 New
FMLI
1052
Fukoku Mutual Life Insurance
Japan
$288K – – –
TBA
1053
Tower Bridge Advisors
Pennsylvania
$286K – – –
CFP
1054
Catalyst Financial Partners
Massachusetts
$286K -$7.69K -46 -3%
SWM
1055
SHP Wealth Management
Massachusetts
$286K +$253K +1,514 +757%
SFO
1056
Stokes Family Office
Louisiana
$284K -$70.5K -422 -20%
AHB
1057
Abner Herrman & Brock
New Jersey
$284K +$2.01K +12 +0.7%
CCP
1058
Clarkston Capital Partners
Michigan
$283K -$4.18K -25 -1%
SI
1059
Sava Infond
Slovenia
$283K – – –
MWA
1060
Meridian Wealth Advisors
Texas
$283K +$669 +4 +0.2%
GIC
1061
Generali Investments CEE
Czech Republic
$281K -$451K -2,700 -62%
IC
1062
Inscription Capital
Texas
$280K +$280K +1,677 New
DAS
1063
Dynamic Advisor Solutions
Arizona
$280K -$27.7K -166 -9%
MSFS
1064
Main Street Financial Solutions
Pennsylvania
$278K +$26.7K +160 +11%
IP
1065
Investment Partners
Ohio
$276K – – –
HPM
1066
Hudson Portfolio Management
New York
$276K +$277K +1,657 New
FWP
1067
FAS Wealth Partners
Kansas
$276K -$140K -840 -34%
EGM
1068
Engineers Gate Manager
New York
$275K -$3.96M -23,685 -93%
MWM
1069
Modern Wealth Management
Kansas
$275K +$6.18K +37 +2%
WPW
1070
Waldron Private Wealth
Pennsylvania
$275K -$2.34K -14 -0.8%
EFA
1071
Evernest Financial Advisors
Indiana
$273K -$19.9K -119 -7%
GIA
1072
Gladstone Institutional Advisory
Florida
$273K +$3.01K +18 +1%
GWA
1073
Gratus Wealth Advisors
Virginia
$272K – – –
MW
1074
MBL Wealth
North Carolina
$272K -$32.8K -196 -11%
BWM
1075
Baron Wealth Management
Michigan
$270K +$27.4K +164 +11%
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43
44 45