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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1176
Legacy Advisory Services
Pennsylvania
$239K +$1.26K +7 +0.5%
BONH
1177
Bank of New Hampshire
New Hampshire
$238K – – –
BL
1178
BFSG LLC
California
$235K +$237K +1,318 +3,379%
TL
1179
Tradewinds LLC
North Carolina
$235K +$3.06K +17 +1%
TWA
1180
TCI Wealth Advisors
Arizona
$234K -$35.8K -199 -13%
RHJA
1181
Rice Hall James & Associates
California
$234K – – –
OWA
1182
Outlook Wealth Advisors
Texas
$234K +$1.8K +10 +0.7%
SWM
1183
Stronghold Wealth Management
Florida
$234K +$5.75K +32 +2%
FMII
1184
Farmers & Merchants Investments Inc
Nebraska
$232K – – –
VCM
1185
Versant Capital Management
Arizona
$232K +$53.4K +297 +29%
OL
1186
OneFund LLC
Florida
$231K -$3.96K -22 -2%
CFO
1187
CVA Family Office
Colorado
$231K +$69.6K +387 +41%
IP
1188
Indivisible Partners
Florida
$230K -$64.7K -360 -21%
PW
1189
PUREfi Wealth
Massachusetts
$230K -$369K -2,054 -61%
IAIM
1190
International Assets Investment Management
Florida
$228K -$16.2K -90 -6%
ANTB
1191
AMG National Trust Bank
Colorado
$228K -$214K -1,192 -48%
IAAG
1192
Innovative Asset Advisors Group
Connecticut
$228K +$236K +1,313 New
FNT
1193
First Nebraska Trust
Nebraska
$226K +$10.8K +60 +5%
SW
1194
SlateStone Wealth
Florida
$226K -$43.9K -244 -16%
MCCP
1195
Mission Creek Capital Partners
California
$225K -$18K -100 -7%
MPI
1196
Mairs & Power Inc
Minnesota
$225K -$10.1K -56 -4%
BB
1197
Busey Bank
Illinois
$224K -$9.89K -55 -4%
CWM
1198
Cornerstone Wealth Management
Missouri
$224K +$719 +4 +0.3%
EA
1199
Everpar Advisors
Oklahoma
$223K -$79.5K -442 -26%
ONB
1200
Old National Bancorp
Indiana
$222K -$7.19K -40 -3%
46 47
48
49 50