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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1151
Hollencrest Capital Management
California
$239K – – –
BIP
1152
Blueprint Investment Partners
North Carolina
$237K +$230K +1,152 New
APW
1153
Austin Private Wealth
Texas
$237K +$232K +1,166 New
JWCA
1154
J.W. Cole Advisors
Florida
$237K +$229K +1,149 New
LS
1155
Livforsakringsbolaget Skandia
Sweden
$236K – – –
LFG
1156
Lockerman Financial Group
California
$234K +$227K +1,138 New
SCP
1157
Sivia Capital Partners
California
$234K +$399 +2 +0.2%
SW
1158
Schulz Wealth
Texas
$234K – – –
PFBT
1159
Parkside Financial Bank & Trust
Missouri
$233K +$14.5K +73 +7%
WMA
1160
Wealth Management Associates
New Jersey
$232K -$16.3K -82 -7%
CWG
1161
Cornerstone Wealth Group
North Carolina
$231K +$224K +1,123 New
BMO
1162
Beck Mack & Oliver
New York
$231K – – –
MWM
1163
Meridian Wealth Management
Kentucky
$230K +$2.79K +14 +1%
DWP
1164
Daymark Wealth Partners
Ohio
$230K +$222K +1,116 New
MC
1165
Middleton & Co
Massachusetts
$229K – – –
RTC
1166
Riverview Trust Company
Washington
$229K – – –
BA
1167
Bristlecone Advisors
Washington
$228K – – –
WA
1168
Waverly Advisors
Alabama
$228K – – –
MYIA
1169
Mount Yale Investment Advisors
Colorado
$227K -$103K -517 -32%
AIA
1170
Angeles Investment Advisors
California
$227K +$219K +1,100 New
NC
1171
nVerses Capital
Florida
$227K +$219K +1,100 New
ASG
1172
Ariston Services Group
California
$223K -$3.59K -18 -2%
SQA
1173
Simon Quick Advisors
New Jersey
$222K +$215K +1,080 New
GC
1174
Garde Capital
Washington
$222K -$83.3K -418 -28%
GFP
1175
Gryphon Financial Partners
Ohio
$221K -$10.8K -54 -5%
45 46
47
48 49