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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1151
Harbour Investments
Wisconsin
$258K +$44K +214 +21%
PL
1152
Parthenon LLC
Kentucky
$256K – – –
NEPPG
1153
New England Professional Planning Group
Rhode Island
$255K – – –
CWG
1154
Cornerstone Wealth Group
North Carolina
$255K +$17.9K +87 +8%
FNT
1155
First Nebraska Trust
Nebraska
$254K -$32.3K -157 -12%
TC
1156
TradeLink Capital
Illinois
$253K +$247K +1,200 New
GFL
1157
Granite FO LLC
New Hampshire
$253K – – –
PFA
1158
Pathway Financial Advisors
Vermont
$253K – – –
PL
1159
Perpetual Ltd
Australia
$253K – – –
GKWIM
1160
Gerber Kawasaki Wealth & Investment Management
California
$252K – – –
APW
1161
Austin Private Wealth
Texas
$252K +$6.37K +31 +3%
NCM
1162
Northside Capital Management
Oregon
$250K -$10.3K -50 -4%
CMBA
1163
C.M. Bidwell & Associates
Hawaii
$249K – – –
CT
1164
Colonial Trust
South Carolina
$248K +$33.3K +162 +16%
MIA
1165
MainStreet Investment Advisors
Illinois
$247K +$241K +1,171 New
RPC
1166
Rossmore Private Capital
Connecticut
$246K -$3.08K -15 -1%
SAI
1167
Savvy Advisors Inc
New York
$245K +$238K +1,161 New
HCM
1168
Hollencrest Capital Management
California
$244K – – –
GWANC
1169
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K -$4.72K -23 -2%
PFBT
1170
Parkside Financial Bank & Trust
Missouri
$244K +$4.72K +23 +2%
MW
1171
Members Wealth
Pennsylvania
$243K +$234K +1,138 New
TCM
1172
Tuttle Capital Management
Connecticut
$242K +$240K +1,168 New
FH
1173
FWG Holdings
Florida
$242K +$24.9K +121 +12%
WB
1174
WesBanco Bank
West Virginia
$241K -$26.1K -127 -10%
SCP
1175
Sivia Capital Partners
California
$239K – – –
45 46
47
48 49