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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
1176
Nichols & Pratt Advisers
Massachusetts
$213K – – –
SP
1177
SmartHarvest Portfolios
Washington
$212K +$213K +1,275 New
CWM
1178
Cornerstone Wealth Management
Missouri
$212K -$2.67K -16 -1%
EHC
1179
Everett Harris & Co
California
$211K – – –
FWM
1180
Focused Wealth Management
New York
$211K +$211K +1,264 New
AIP
1181
Avail Investment Partners
Pennsylvania
$211K +$211K +1,263 New
NPF
1182
Norris Perne & French
Michigan
$210K +$7.02K +42 +3%
CFO
1183
Cambient Family Office
Michigan
$210K -$30.3K -181 -13%
MEG
1184
Millstone Evans Group
Colorado
$209K +$501 +3 +0.2%
KC
1185
Kinloch Capital
Virginia
$209K – – –
BMWM
1186
Brown Miller Wealth Management
Virginia
$208K +$209K +1,248 New
SGWP
1187
Sun Group Wealth Partners
California
$208K -$59.2K -354 -22%
GPW
1188
Genesis Private Wealth
Virginia
$205K -$165K -985 -44%
SP
1189
Stonebrook Private
Michigan
$205K +$206K +1,230 New
BRWA
1190
B. Riley Wealth Advisors
Florida
$204K -$36.3K -217 -15%
RA
1191
RFG Advisory
Alabama
$203K +$204K +1,219 New
PTP
1192
Platform Technology Partners
New York
$202K +$203K +1,215 New
AWM
1193
Angeles Wealth Management
California
$202K +$203K +1,214 New
XT
1194
XTX Topco
Cayman Islands
$202K +$203K +1,214 New
PL
1195
Parthenon LLC
Kentucky
$202K -$9.36K -56 -4%
NEPPG
1196
New England Professional Planning Group
Rhode Island
$202K – – –
DWAM
1197
Duncan Williams Asset Management
Tennessee
$201K +$334 +2 +0.2%
WWC
1198
Waypoint Wealth Counsel
Georgia
$201K -$9.53K -57 -5%
KP
1199
Keel Point
Alabama
$200K -$59.2K -354 -23%
MPI
1200
Mairs & Power Inc
Minnesota
$200K -$16.7K -100 -8%
46 47
48
49 50