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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
IGAM
1101
iA Global Asset Management
Quebec, Canada
$253K – – –
JWWM
1102
Johnson & White Wealth Management
Pennsylvania
$252K +$2.01K +12 +0.8%
TWP
1103
Triad Wealth Partners
Kansas
$251K +$218K +1,304 New
DJSG
1104
D.J. St. Germain
Massachusetts
$251K -$9.19K -55 -4%
SFS
1105
Stiles Financial Services
Minnesota
$250K +$669 +4 +0.3%
SPC
1106
Spirepoint Private Client
Florida
$250K -$10K -60 -4%
YIM
1107
Yoffe Investment Management
Pennsylvania
$250K – – –
PIWA
1108
Prevail Innovative Wealth Advisors
Kansas
$250K +$250K +1,498 New
NI
1109
Natural Investments
California
$249K +$1K +6 +0.4%
BW
1110
BIP Wealth
Georgia
$248K +$42.8K +256 +21%
DW30
1111
Drucker Wealth 3.0
New Jersey
$247K +$6.85K +41 +3%
AWE
1112
Avidian Wealth Enterprises
Texas
$246K +$36.1K +216 +17%
PP
1113
PFS Partners
New Jersey
$246K +$669 +4 +0.3%
JESC
1114
J.E. Simmons & Co
Texas
$246K -$4.68K -28 -2%
SIM
1115
Synergy Investment Management
Florida
$244K +$5.35K +32 +2%
IIL
1116
Income Insurance Ltd
$244K – – –
DA
1117
Detalus Advisors
Missouri
$244K -$501 -3 -0.2%
ICP
1118
Ilex Capital Partners
United Kingdom
$244K +$244K +1,462 New
FWA
1119
FSM Wealth Advisors
Ohio
$241K -$33.4K -200 -12%
IG
1120
ING Group
Netherlands
$240K -$3.43M -20,546 -93%
CWP
1121
Capital Wealth Planning
Florida
$240K +$5.18K +31 +2%
AF
1122
Advisornet Financial
Minnesota
$240K +$101K +606 +73%
BI
1123
Bolthouse Investments
California
$239K – – –
MFA
1124
Mayflower Financial Advisors
Massachusetts
$237K -$43K -257 -15%
MLRA
1125
Main Line Retirement Advisors
Montana
$237K +$167 +1 +0.1%
43 44
45
46 47