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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1051
E Fund Management
China
$314K +$325K +1,810 New
CCA
1052
Childress Capital Advisors
Texas
$314K +$8.63K +48 +3%
CA
1053
Cornerstone Advisory
Maryland
$311K -$33.4K -186 -9%
DA
1054
Dillon & Associates
Michigan
$311K – – –
AWM
1055
Avior Wealth Management
Nebraska
$311K +$12.9K +72 +4%
SFC
1056
SYM Financial Corp
Indiana
$310K +$68.1K +379 +27%
NFC
1057
Northstar Financial Companies
Pennsylvania
$310K -$30K -167 -9%
WC
1058
Waterloo Capital
Texas
$309K +$320K +1,781 New
NHT
1059
New Hampshire Trust
New Hampshire
$308K – – –
CFP
1060
Catalyst Financial Partners
Massachusetts
$305K +$15.1K +84 +5%
SAM
1061
Summit Asset Management
Tennessee
$305K +$180 +1 +0.1%
SF
1062
Symphony Financial
Texas
$304K +$315K +1,752 New
KFA
1063
Kelleher Financial Advisors
New York
$302K -$13.5K -75 -4%
UB
1064
Umpqua Bank
Oregon
$301K +$15.3K +85 +5%
FMLI
1065
Fukoku Mutual Life Insurance
Japan
$300K – – –
CCP
1066
Clarkston Capital Partners
Michigan
$299K -$89.9K -500 -22%
GWANC
1067
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K -$83.6K -465 -21%
EFA
1068
Evernest Financial Advisors
Indiana
$299K -$24.5K -136 -7%
TW
1069
Tempo Wealth
Ohio
$299K -$2.52K -14 -0.8%
TBA
1070
Tower Bridge Advisors
Pennsylvania
$298K -$36K -200 -10%
LWA
1071
LifeGoal Wealth Advisors
New York
$296K +$310K +1,725 New
SAG
1072
SageView Advisory Group
California
$296K -$27.3K -152 -8%
SI
1073
Sava Infond
Slovenia
$295K +$162K +900 +113%
RA
1074
Riversedge Advisors
Delaware
$295K +$305K +1,698 New
MWA
1075
Meridian Wealth Advisors
Texas
$294K +$6.83K +38 +2%
41 42
43
44 45