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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1051
Catalyst Financial Partners
Massachusetts
$415K +$12.9K +57 +3%
AWM
1052
Avior Wealth Management
Nebraska
$414K -$14K -62 -3%
APW
1053
Acima Private Wealth
Virginia
$411K – – –
WCA
1054
Westover Capital Advisors
Delaware
$410K -$903 -4 -0.2%
GIA
1055
Gladstone Institutional Advisory
Florida
$409K +$5.42K +24 +1%
QIM
1056
Quantitative Investment Management
Virginia
$408K -$5.69M -25,201 -93%
NAM
1057
NorthCrest Asset Manangement
Minnesota
$407K +$163K +723 +62%
CI
1058
Corient IA
Florida
$407K – – –
TC
1059
TFR Capital
Texas
$406K +$10.8K +48 +3%
WCWM
1060
Willow Creek Wealth Management
California
$405K – – –
CAU
1061
Caxton Associates (UK)
$405K +$419K +1,854 New
HWMO
1062
Heritage Wealth Management (Ohio)
Ohio
$405K – – –
TI
1063
TrueMark Investments
Illinois
$405K +$418K +1,852 New
GC
1064
Gilbert & Cook
Iowa
$404K – – –
FMP
1065
Financial Management Professionals
Texas
$403K +$361K +1,600 +664%
AWA
1066
AGH Wealth Advisors
Kansas
$401K +$7K +31 +2%
RWM
1067
Revisor Wealth Management
Ohio
$401K +$121K +537 +40%
HI
1068
Harbour Investments
Wisconsin
$399K +$129K +572 +46%
DA
1069
Dillon & Associates
Michigan
$398K +$3.84K +17 +0.9%
LWP
1070
LeClair Wealth Partners
Ohio
$398K -$226 -1 -0.1%
GWANC
1071
Guardian Wealth Advisors (North Carolina)
North Carolina
$396K -$10.2K -45 -2%
EW
1072
Evoke Wealth
California
$396K -$25.1K -111 -6%
DWM
1073
Dogwood Wealth Management
Kansas
$395K -$247K -1,094 -37%
NL
1074
NWAM LLC
Washington
$395K +$444K +1,967 New
IFU
1075
iSAM Funds (UK)
United Kingdom
$394K +$407K +1,802 New
41 42
43
44 45