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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1051
Financial Management Professionals
Texas
$362K -$9.05K -44 -2%
DAS
1052
Dynamic Advisor Solutions
Arizona
$359K +$6.99K +34 +2%
KFA
1053
Kelleher Financial Advisors
New York
$358K +$206 +1 +0.1%
NHT
1054
New Hampshire Trust
New Hampshire
$358K – – –
ML
1055
Mayport LLC
Massachusetts
$357K +$206 +1 +0.1%
FDCP
1056
Foster Dykema Cabot & Partners
Massachusetts
$356K – – –
SAM
1057
Summit Asset Management
Tennessee
$354K +$361K +1,756 New
NPF
1058
Norris Perne & French
Michigan
$354K – – –
AHB
1059
Abner Herrman & Brock
New Jersey
$353K +$360K +1,750 New
EL
1060
EWA LLC
Pennsylvania
$350K -$10.3K -50 -3%
LFG
1061
Lockerman Financial Group
California
$350K +$24.1K +117 +7%
BFM
1062
Boothbay Fund Management
New York
$349K -$424K -2,063 -54%
AWM
1063
Avior Wealth Management
Nebraska
$349K -$33.5K -163 -9%
UB
1064
Umpqua Bank
Oregon
$346K -$5.55K -27 -2%
MA
1065
MCF Advisors
Kentucky
$346K +$2.47K +12 +0.7%
VAG
1066
VisionPoint Advisory Group
Texas
$346K -$14.8K -72 -4%
WANY
1067
Wealthspire Advisors (New York)
New York
$346K -$124K -604 -26%
DWA
1068
Douglass Winthrop Advisors
New York
$345K +$411 +2 +0.1%
WCWM
1069
Willow Creek Wealth Management
California
$344K -$30K -146 -8%
GM
1070
GeoWealth Management
Illinois
$344K +$25.7K +125 +8%
IP
1071
Investment Partners
Ohio
$343K +$1.65K +8 +0.5%
PI
1072
PFG Investments
New York
$343K -$10.7K -52 -3%
RMCM
1073
Reynders McVeigh Capital Management
Massachusetts
$340K -$5.14K -25 -1%
CBB
1074
Citizens Business Bank
California
$340K – – –
SG
1075
StoneX Group
New York
$339K +$64.6K +314 +23%
41 42
43
44 45