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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
1151
Bank of New Hampshire
New Hampshire
$305K – – –
PP
1152
PFS Partners
New Jersey
$305K – – –
MCCP
1153
Mission Creek Capital Partners
California
$304K – – –
AWM
1154
Angeles Wealth Management
California
$304K -$34.6K -156 -10%
XT
1155
XTX Topco
Cayman Islands
$304K +$317K +1,429 New
SW
1156
Simplicity Wealth
New Jersey
$303K +$53K +239 +20%
SIM
1157
Synergy Investment Management
Florida
$303K +$317K +1,427 New
DI
1158
Diligent Investors
California
$303K – – –
JIC
1159
Joel Isaacson & Co
New York
$302K -$7.76K -35 -2%
CA
1160
Claro Advisors
Massachusetts
$302K +$24.8K +112 +9%
WWS
1161
Wellington Wealth Strategies
Indiana
$301K +$289K +1,304 New
MLRA
1162
Main Line Retirement Advisors
Montana
$301K +$222 +1 +0.1%
AAS
1163
Ameritas Advisory Services
Nebraska
$301K +$314K +1,417 New
ESB
1164
Essex Savings Bank
Connecticut
$301K -$4.44K -20 -1%
EHC
1165
Everett Harris & Co
California
$300K +$12.9K +58 +4%
FDCP
1166
Foster Dykema Cabot & Partners
Massachusetts
$298K – – –
CWP
1167
Capital Wealth Planning
Florida
$297K -$43.5K -196 -12%
SGWM
1168
Sterling Group Wealth Management
California
$297K -$39K -176 -11%
MPPW
1169
Mitchell & Pahl Private Wealth
Oklahoma
$297K -$29.1K -131 -9%
PCM
1170
Pointe Capital Management
Michigan
$296K +$4.88K +22 +2%
CH
1171
Cromwell Holdings
Wyoming
$295K – – –
VCA
1172
Verdence Capital Advisors
Maryland
$293K +$30.2K +136 +11%
TSWM
1173
Tyler-Stone Wealth Management
Ohio
$293K +$51.2K +231 +20%
RCP
1174
Rothschild Capital Partners
New York
$293K +$306K +1,380 New
VCP
1175
Verus Capital Partners
Arizona
$292K -$69.7K -314 -19%
45 46
47
48 49