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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1101
Modern Wealth Management
Kansas
$277K +$55.4K +308 +24%
IP
1102
Intellectus Partners
California
$275K +$49.4K +275 +21%
FFP
1103
FourThought Financial Partners
Florida
$274K +$10.6K +59 +4%
TWD
1104
True Wealth Design
Ohio
$273K +$227K +1,260 +403%
ASG
1105
Ariston Services Group
California
$272K -$210K -1,168 Closed
1CP
1106
1015 Capital Partners
Pennsylvania
$272K – – –
AWM
1107
Ariadne Wealth Management
California
$271K +$56.8K +316 +25%
SPC
1108
Spirepoint Private Client
Florida
$271K -$267K -1,487 -49%
IA
1109
IFC Advisors
California
$271K +$3.6K +20 +1%
PFA
1110
Pure Financial Advisors
California
$271K -$227K -1,263 -45%
DJSG
1111
D.J. St. Germain
Massachusetts
$270K – – –
PFM
1112
Patton Fund Management
Texas
$270K +$64.2K +357 +30%
KP
1113
Keel Point
Alabama
$270K -$100K -557 -26%
MSFP
1114
Mark Sheptoff Financial Planning
Connecticut
$269K – – –
RP
1115
Riverwater Partners
Wisconsin
$269K -$75.7K -421 -21%
WG
1116
Wellington Group
Indiana
$268K – – –
NCM
1117
Northside Capital Management
Oregon
$266K +$62.9K +350 +30%
FM
1118
Family Management
New York
$266K +$275K +1,532 New
CA
1119
Claro Advisors
Massachusetts
$266K -$719 -4 -0.3%
RWM
1120
Revisor Wealth Management
Ohio
$264K -$5.21K -29 -2%
IGAM
1121
iA Global Asset Management
Quebec, Canada
$264K – – –
MAM
1122
Mainsail Asset Management
Alabama
$262K +$272K +1,512 New
SGWM
1123
Sterling Group Wealth Management
California
$262K +$37.6K +209 +16%
MSFS
1124
Main Street Financial Solutions
Pennsylvania
$262K +$5.21K +29 +2%
1WM
1125
1900 Wealth Management
Texas
$261K +$271K +1,506 New
43 44
45
46 47