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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1201
Mather Group
Illinois
$195K +$19.6K +117 +11%
APFP
1202
Action Point Financial Planning
Michigan
$191K +$192K +1,150 New
WPA
1203
West Paces Advisors
Georgia
$190K -$235K -1,405 -55%
SWP
1204
Strategic Wealth Partners
Ohio
$187K -$2.01K -12 -1%
RF
1205
Rossby Financial
Florida
$181K -$271K -1,619 -60%
HCM
1206
Hollencrest Capital Management
California
$173K -$19.9K -119 -10%
BWL
1207
Bogart Wealth LLC
Virginia
$169K -$1.17K -7 -0.7%
MCM
1208
MV Capital Management
Maryland
$162K -$9.36K -56 -5%
TCOV
1209
Trust Company of Vermont
Vermont
$158K +$158K +945 New
TSMHT
1210
Thurston Springer Miller Herd & Titak
Indiana
$157K +$4.35K +26 +3%
SR
1211
Swiss Re
Switzerland
$150K +$124K +742 +467%
MHR
1212
Matthew Hamilton Rosenberg
$147K +$54.8K +328 +59%
CFO
1213
CVA Family Office
Colorado
$145K -$77.6K -464 -35%
UOTTAIMCU
1214
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$143K +$103K +614 +253%
LC
1215
Lavaca Capital
Texas
$138K +$21.4K +128 +18%
TTIC
1216
Tower Trust & Investment Company
Iowa
$138K -$540K -3,233 -80%
CT
1217
Clearstead Trust
Maine
$125K +$13.9K +83 +12%
TFIPS
1218
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K +$23.4K +140 +23%
SWAG
1219
Spectrum Wealth Advisory Group
California
$124K +$125K +746 New
TFA
1220
Transamerica Financial Advisors
Florida
$119K – – –
CTC
1221
Central Trust Company
Missouri
$118K -$31.6K -189 -21%
WTA
1222
Washington Trust Advisors
Massachusetts
$115K +$5.01K +30 +5%
IFWM
1223
Institute for Wealth Management
Colorado
$115K +$116K +691 New
HWA
1224
HHM Wealth Advisors
Tennessee
$111K -$12.4K -74 -10%
PWA
1225
Physician Wealth Advisors
Utah
$108K +$58.2K +348 +116%
47 48
49
50 51