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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Claro Advisors
Massachusetts
$407K +$56K +247 +17%
SCM
1077
SCS Capital Management
Massachusetts
$404K +$376K +1,657 New
GWM
1078
Geneos Wealth Management
Colorado
$402K +$73.3K +323 +24%
MWA
1079
Meridian Wealth Advisors
Texas
$402K +$681 +3 +0.2%
TPW
1080
Talon Private Wealth
Florida
$401K -$14.5K -64 -4%
BA
1081
Bellwether Advisors
Nebraska
$394K -$5.02M -22,112 -93%
LJHT
1082
Laurie J. Hall Trustee
$393K -$56.7K -250 -13%
MSFP
1083
Mark Sheptoff Financial Planning
Connecticut
$393K – – –
TWA
1084
TCI Wealth Advisors
Arizona
$392K +$4.54K +20 +1%
PHAM
1085
Palisades Hudson Asset Management
Florida
$392K – – –
SAI
1086
Savvy Advisors Inc
New York
$391K +$7.71K +34 +2%
SI
1087
Sava Infond
Slovenia
$390K -$363K -1,600 -50%
PWAM
1088
Private Wealth Asset Management
Iowa
$390K +$363K +1,599 New
CPIG
1089
Chicago Partners Investment Group
Illinois
$388K -$33.4K -147 -8%
CAM
1090
Carret Asset Management
New York
$388K – – –
LGWM
1091
Litman Gregory Wealth Management
California
$388K -$47.9K -211 -12%
TTWM
1092
TCV Trust & Wealth Management
Virginia
$387K – – –
CM
1093
Capital Management
Virginia
$386K – – –
DA
1094
Detalus Advisors
Missouri
$386K +$8.85K +39 +3%
AWM
1095
Angeles Wealth Management
California
$385K +$33.8K +149 +10%
OF
1096
Optimize Financial
California
$384K +$357K +1,573 New
AC
1097
AXQ Capital
New Jersey
$383K -$1.04M -4,567 -74%
B
1098
Bailard
California
$383K +$227 +1 +0.1%
RBC
1099
Roble Belko & Company
Pennsylvania
$382K -$78K -344 -18%
VA
1100
VestGen Advisors
Illinois
$378K +$352K +1,550 New
42 43
44
45 46