Marsh

MRSH

Market cap $90.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1051	MWM 1051 Modera Wealth Management Westwood, New Jersey	$346K	-$8.79K	-47	-2%
1052	SAG 1052 SageView Advisory Group Newport Beach, California	$345K	-$13.1K	-70	-4%
1053	WWC 1053 Waypoint Wealth Counsel Atlanta, Georgia	$344K	+$346K	+1,853	New
1054	HWMO 1054 Heritage Wealth Management (Ohio) Cincinnati, Ohio	$344K	–	–	–
1055	OL 1055 Optas LLC Austin, Texas	$339K	+$1.12K	+6	+0.3%
1056	LWP 1056 LeClair Wealth Partners Dublin, Ohio	$338K	–	–	–
1057	FWA 1057 FSM Wealth Advisors Cleveland, Ohio	$335K	-$15.9K	-85	-4%
1058	DA 1058 Dillon & Associates Jackson, Michigan	$335K	-$3.18K	-17	-0.9%
1059	VV 1059 Verity & Verity Beaufort, South Carolina	$334K	+$336K	+1,800	New
1060	PWAM 1060 Private Wealth Asset Management Cedar Rapids, Iowa	$334K	–	–	–
1061	ML 1061 Mayport LLC Newton, Massachusetts	$334K	+$4.49K	+24	+1%
1062	FMP 1062 Financial Management Professionals Austin, Texas	$332K	-$1.68K	-9	-0.5%
1063	KFA 1063 Kelleher Financial Advisors New York	$330K	+$374	+2	+0.1%
1064	NHT 1064 New Hampshire Trust Concord, New Hampshire	$330K	–	–	–
1065	CGL 1065 Clarius Group LLC Seattle, Washington	$329K	-$14.8K	-79	-4%
1066	SG 1066 StoneX Group New York	$327K	+$15K	+80	+5%
1067	CCA 1067 Childress Capital Advisors Houston, Texas	$327K	-$68.4K	-366	-17%
1068	PI 1068 PFG Investments Woodbury, New York	$326K	+$10.5K	+56	+3%
1069	SAM 1069 Summit Asset Management Memphis, Tennessee	$326K	–	–	–
1070	NPF 1070 Norris Perne & French Grand Rapids, Michigan	$326K	–	–	–
1071	AWA 1071 AGH Wealth Advisors Wichita, Kansas	$326K	-$13.8K	-74	-4%
1072	EFA 1072 Evernest Financial Advisors Carmel, Indiana	$324K	-$88K	-471	-20%
1073	IP 1073 Ignite Planners San Clemente, California	$323K	+$37.2K	+199	+13%
1074	SGWP 1074 Sun Group Wealth Partners Irvine, California	$322K	+$325K	+1,738	New
1075	TW 1075 Tempo Wealth Independence, Ohio	$322K	+$324K	+1,736	New

Marsh MRSH Market cap $90.1B

Marsh

MRSH

Market cap $90.1B