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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
1101
Quantitative Investment Management
Virginia
$345K -$606K -2,731 -63%
NAAA
1102
New Age Alpha Advisors
New York
$345K +$339K +1,529 +1,644%
MW
1103
Members Wealth
Pennsylvania
$344K +$334K +1,504 New
RMDI
1104
R.M. Davis Inc
Maine
$344K -$9.76K -44 -3%
PMFA
1105
Plante Moran Financial Advisors
Michigan
$342K – – –
MSFP
1106
Mark Sheptoff Financial Planning
Connecticut
$342K – – –
PHAM
1107
Palisades Hudson Asset Management
Florida
$341K – – –
PW
1108
PUREfi Wealth
Massachusetts
$339K +$355K +1,598 New
AW
1109
Alteri Wealth
California
$339K +$354K +1,595 New
CAM
1110
Carret Asset Management
New York
$338K – – –
ACC
1111
Acorn Creek Capital
Colorado
$338K +$444 +2 +0.1%
TWA
1112
TCI Wealth Advisors
Arizona
$337K -$58.1K -262 -14%
TTWM
1113
TCV Trust & Wealth Management
Virginia
$337K – – –
CM
1114
Capital Management
Virginia
$336K – – –
FFP
1115
FourThought Financial Partners
Florida
$336K +$350K +1,579 New
AA
1116
Alta Advisers
United Kingdom
$335K +$25.5K +115 +8%
CTC
1117
Central Trust Company
Missouri
$335K -$3.99K -18 -1%
B
1118
Bailard
California
$333K +$7.32K +33 +2%
SAI
1119
Savvy Advisors Inc
New York
$333K -$309K -1,395 -47%
PFA
1120
Pure Financial Advisors
California
$331K -$236K -1,066 -41%
TWP
1121
Tyche Wealth Partners
Texas
$330K +$43.9K +198 +15%
TM
1122
TigerOak Management
New Mexico
$330K +$345K +1,553 New
OWM
1123
OneAscent Wealth Management
Alabama
$328K +$92.1K +415 +37%
DA
1124
Detalus Advisors
Missouri
$327K – – –
VC
1125
Veracity Capital
Georgia
$326K -$3.11K -14 -0.9%
43 44
45
46 47