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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1176
Schulz Wealth
Texas
$239K – – –
IWA
1177
IBEX Wealth Advisors
New Jersey
$237K +$232K +1,127 New
BMO
1178
Beck Mack & Oliver
New York
$236K – – –
RTC
1179
Riverview Trust Company
Washington
$234K – – –
RCA
1180
Resonant Capital Advisors
Wisconsin
$234K +$228K +1,109 New
WMA
1181
Wealth Management Associates
New Jersey
$232K – – –
AWE
1182
Avidian Wealth Enterprises
Texas
$231K +$225K +1,096 New
CGA
1183
Crescent Grove Advisors
Illinois
$230K -$34.7K -169 -13%
JWCA
1184
J.W. Cole Advisors
Florida
$229K -$12.7K -62 -5%
SIA
1185
Soltis Investment Advisors
Utah
$229K +$18.7K +91 +9%
ASG
1186
Ariston Services Group
California
$228K -$205 -1 -0.1%
FDCP
1187
Foster Dykema Cabot & Partners
Massachusetts
$225K – – –
WPP
1188
Whalerock Point Partners
Rhode Island
$224K – – –
MC
1189
Middleton & Co
Massachusetts
$223K -$10.3K -50 -5%
PSP
1190
Principal Street Partners
Tennessee
$222K -$83.8K -408 -28%
VCM
1191
Virtue Capital Management
Tennessee
$221K -$10.7K -52 -5%
FIC
1192
Family Investment Center
Missouri
$221K – – –
COCM
1193
Charter Oak Capital Management
New Hampshire
$220K -$1.03K -5 -0.5%
KC
1194
Kingfisher Capital
North Carolina
$220K +$9.65K +47 +5%
HCM
1195
HMS Capital Management
Tennessee
$220K – – –
GWMR
1196
GC Wealth Management RIA
Massachusetts
$219K -$54.8K -267 -20%
BWP
1197
BSW Wealth Partners
Colorado
$218K +$7.6K +37 +4%
VCA
1198
Verdence Capital Advisors
Maryland
$217K +$4.52K +22 +2%
RPWA
1199
Regent Peak Wealth Advisors
Georgia
$216K +$9.45K +46 +5%
OWP
1200
Obermeyer Wealth Partners
Colorado
$216K – – –
46 47
48
49 50