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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1151
Resonant Capital Advisors
Wisconsin
$249K +$259K +1,438 New
RRAM
1152
River Road Asset Management
Kentucky
$249K +$258K +1,437 New
BI
1153
Bolthouse Investments
California
$249K – – –
WS
1154
Wedbush Securities
California
$249K -$4.67K -26 -2%
TA
1155
TFB Advisors
Kansas
$249K -$17.3K -96 -6%
HWA
1156
HCR Wealth Advisors
California
$249K +$2.88K +16 +1%
SIM
1157
Synergy Investment Management
Florida
$248K +$719 +4 +0.3%
CAM
1158
Carret Asset Management
New York
$248K – – –
MLRA
1159
Main Line Retirement Advisors
Montana
$247K +$180 +1 +0.1%
TM
1160
TigerOak Management
New Mexico
$246K -$2.52K -14 -1%
FBB
1161
Fulton Breakefield Broenniman
Maryland
$246K -$233K -1,296 -48%
GA
1162
Goldstein Advisors
Wisconsin
$246K +$27.3K +152 +12%
PFBT
1163
Parkside Financial Bank & Trust
Missouri
$245K +$15.3K +85 +6%
CWP
1164
Capital Wealth Planning
Florida
$244K +$1.26K +7 +0.5%
SG
1165
StoneX Group
New York
$244K -$64K -356 -20%
FDCP
1166
Foster Dykema Cabot & Partners
Massachusetts
$243K – – –
KFC
1167
Klingenstein Fields & Co
New York
$243K – – –
DT
1168
DV Trading
Illinois
$243K +$252K +1,400 New
SWA
1169
Sax Wealth Advisors
New Jersey
$241K -$27K -150 -10%
CH
1170
Cromwell Holdings
Wyoming
$241K – – –
ESB
1171
Essex Savings Bank
Connecticut
$241K +$3.42K +19 +1%
PWMG
1172
Prestige Wealth Management Group
New Jersey
$241K -$2.52K -14 -1%
SWM
1173
Sendero Wealth Management
Texas
$240K +$249K +1,384 New
BCG
1174
Breakwater Capital Group
New Jersey
$240K -$2.34K -13 -0.9%
EV
1175
EJMK Ventures
Illinois
$239K -$53.8K -299 -18%
45 46
47
48 49