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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1176
Avail Investment Partners
Pennsylvania
$211K +$211K +1,263 New
NPF
1177
Norris Perne & French
Michigan
$210K +$7.02K +42 +3%
CFO
1178
Cambient Family Office
Michigan
$210K -$30.3K -181 -13%
MEG
1179
Millstone Evans Group
Colorado
$209K +$501 +3 +0.2%
KC
1180
Kinloch Capital
Virginia
$209K – – –
BMWM
1181
Brown Miller Wealth Management
Virginia
$208K +$209K +1,248 New
SGWP
1182
Sun Group Wealth Partners
California
$208K -$59.2K -354 -22%
GPW
1183
Genesis Private Wealth
Virginia
$205K -$165K -985 -44%
SP
1184
Stonebrook Private
Michigan
$205K +$206K +1,230 New
BRWA
1185
B. Riley Wealth Advisors
Florida
$204K -$36.3K -217 -15%
RA
1186
RFG Advisory
Alabama
$203K +$204K +1,219 New
PTP
1187
Platform Technology Partners
New York
$202K +$203K +1,215 New
AWM
1188
Angeles Wealth Management
California
$202K +$203K +1,214 New
XT
1189
XTX Topco
Cayman Islands
$202K +$203K +1,214 New
PL
1190
Parthenon LLC
Kentucky
$202K -$9.36K -56 -4%
NEPPG
1191
New England Professional Planning Group
Rhode Island
$202K – – –
DWAM
1192
Duncan Williams Asset Management
Tennessee
$201K +$334 +2 +0.2%
WWC
1193
Waypoint Wealth Counsel
Georgia
$201K -$9.53K -57 -5%
KP
1194
Keel Point
Alabama
$200K -$59.2K -354 -23%
MPI
1195
Mairs & Power Inc
Minnesota
$200K -$16.7K -100 -8%
DI
1196
Diligent Investors
California
$200K – – –
DWA
1197
Douglass Winthrop Advisors
New York
$200K – – –
GFL
1198
Granite FO LLC
New Hampshire
$200K – – –
MWM
1199
Mattern Wealth Management
Kansas
$200K +$201K +1,200 New
SIA
1200
Strategic Investment Advisors
Michigan
$195K -$2.04M -12,199 -91%
46 47
48
49 50