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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1051
Catalyst Financial Partners
Massachusetts
$286K -$7.69K -46 -3%
SWM
1052
SHP Wealth Management
Massachusetts
$286K +$253K +1,514 +757%
SFO
1053
Stokes Family Office
Louisiana
$284K -$70.5K -422 -20%
AHB
1054
Abner Herrman & Brock
New Jersey
$284K +$2.01K +12 +0.7%
CCP
1055
Clarkston Capital Partners
Michigan
$283K -$4.18K -25 -1%
SI
1056
Sava Infond
Slovenia
$283K – – –
MWA
1057
Meridian Wealth Advisors
Texas
$283K +$669 +4 +0.2%
GIC
1058
Generali Investments CEE
Czech Republic
$281K -$451K -2,700 -62%
IC
1059
Inscription Capital
Texas
$280K +$280K +1,677 New
DAS
1060
Dynamic Advisor Solutions
Arizona
$280K -$27.7K -166 -9%
MSFS
1061
Main Street Financial Solutions
Pennsylvania
$278K +$26.7K +160 +11%
IP
1062
Investment Partners
Ohio
$276K – – –
HPM
1063
Hudson Portfolio Management
New York
$276K +$277K +1,657 New
FWP
1064
FAS Wealth Partners
Kansas
$276K -$140K -840 -34%
EGM
1065
Engineers Gate Manager
New York
$275K -$3.96M -23,685 -93%
MWM
1066
Modern Wealth Management
Kansas
$275K +$6.18K +37 +2%
WPW
1067
Waldron Private Wealth
Pennsylvania
$275K -$2.34K -14 -0.8%
EFA
1068
Evernest Financial Advisors
Indiana
$273K -$19.9K -119 -7%
GIA
1069
Gladstone Institutional Advisory
Florida
$273K +$3.01K +18 +1%
GWA
1070
Gratus Wealth Advisors
Virginia
$272K – – –
MW
1071
MBL Wealth
North Carolina
$272K -$32.8K -196 -11%
BWM
1072
Baron Wealth Management
Michigan
$270K +$27.4K +164 +11%
CCFM
1073
Clear Creek Financial Management
Washington
$269K -$5.35K -32 -2%
LJHT
1074
Laurie J. Hall Trustee
$268K – – –
MSFP
1075
Mark Sheptoff Financial Planning
Connecticut
$268K – – –
41 42
43
44 45