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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
1176
Central Trust Company
Missouri
$268K -$10.1K -49 -4%
SEIA
1177
Signature Estate & Investment Advisors
California
$267K -$6.38K -31 -2%
MEG
1178
Millstone Evans Group
Colorado
$267K – – –
SCM
1179
Stevens Capital Management
Pennsylvania
$267K +$273K +1,326 New
HCM
1180
Hollencrest Capital Management
California
$266K – – –
HWA
1181
HCR Wealth Advisors
California
$266K -$823 -4 -0.3%
PWP
1182
Principle Wealth Partners
Connecticut
$266K -$18.5K -90 -6%
FFP
1183
FourThought Financial Partners
Florida
$266K -$16.5K -80 -6%
TWM
1184
Trueblood Wealth Management
Ohio
$265K +$617 +3 +0.2%
GKWIM
1185
Gerber Kawasaki Wealth & Investment Management
California
$265K +$5.55K +27 +2%
OWA
1186
Outlook Wealth Advisors
Texas
$265K +$270K +1,315 New
RPC
1187
Rossmore Private Capital
Connecticut
$265K – – –
MM
1188
MQS Management
New York
$265K +$69.5K +338 +35%
LSA
1189
Lion Street Advisors
Texas
$264K +$326K +1,584 New
PA
1190
PharVision Advisers
Florida
$263K +$269K +1,307 New
SGWM
1191
Sterling Group Wealth Management
California
$262K – – –
VC
1192
Vestor Capital
Illinois
$258K -$341K -1,658 -56%
SWP
1193
Strategic Wealth Partners
Ohio
$258K -$245K -1,190 -48%
NPA
1194
Nichols & Pratt Advisers
Massachusetts
$257K – – –
TCOV
1195
Trust Company of Vermont
Vermont
$257K – – –
PL
1196
Parthenon LLC
Kentucky
$256K – – –
KWA
1197
Kingswood Wealth Advisors
California
$256K +$261K +1,269 New
SWA
1198
Stratos Wealth Advisors
Ohio
$255K -$102K -495 -28%
VC
1199
Veracity Capital
Georgia
$255K -$64.2K -312 -20%
NEPPG
1200
New England Professional Planning Group
Rhode Island
$254K – – –
46 47
48
49 50