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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1201
Alpha Family Trust
California
$207K +$200K +1,005 New
PWP
1202
PrairieView Wealth Partners
Illinois
$207K +$200K +1,003 New
RWRC
1203
R.W. Roge & Company
New York
$206K +$199K +1,000 New
BA
1204
Bluesphere Advisors
Pennsylvania
$206K +$199K +1,000 New
KCM
1205
Kornitzer Capital Management
Kansas
$206K +$199K +1,000 New
MAG
1206
Members Advisory Group
New York
$206K +$199K +1,000 New
RPSA
1207
Richard P. Slaughter Associates
Texas
$206K +$199K +1,000 New
DCM
1208
Dudley Capital Management
Virginia
$206K +$201K +1,010 New
FWP
1209
FAS Wealth Partners
Kansas
$206K +$199K +998 New
BWP
1210
BSW Wealth Partners
Colorado
$205K -$13.6K -68 -6%
KC
1211
Kingfisher Capital
North Carolina
$205K +$198K +995 New
SIA
1212
Soltis Investment Advisors
Utah
$205K +$198K +993 New
SFG
1213
Summit Financial Group
West Virginia
$205K +$198K +993 New
BCG
1214
BayBridge Capital Group
California
$204K +$202K +1,015 New
ABC
1215
Associated Banc-Corp
Wisconsin
$203K +$197K +986 New
RPWA
1216
Regent Peak Wealth Advisors
Georgia
$202K +$195K +980 New
WA
1217
Wealthstream Advisors
New York
$202K -$88.9K -446 -31%
FCM
1218
Fourpath Capital Management
Oklahoma
$202K +$195K +979 New
FH
1219
FWG Holdings
Florida
$202K +$196K +984 New
NCTC
1220
New Covenant Trust Company
Indiana
$187K +$181K +906 New
CFO
1221
CVA Family Office
Colorado
$186K -$1.59K -8 -0.9%
BWP
1222
Baldwin Wealth Partners
Massachusetts
$180K – – –
CCM
1223
Chilton Capital Management
Texas
$177K +$6.18K +31 +4%
ANBT
1224
American National Bank & Trust
Texas
$176K +$161K +808 +1,757%
KFS
1225
Kelly Financial Services
Massachusetts
$170K +$598 +3 +0.4%
47 48
49
50 51