Marsh

MRSH

Market cap $90.7B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1201	SAG 1201 SageView Advisory Group Newport Beach, California	$304K	+$3.63K	+16	+1%
1202	WMA 1202 Wealth Management Associates Cherry Hill, New Jersey	$304K	–	–	–
1203	MW 1203 Members Wealth Media, Pennsylvania	$303K	-$59.2K	-261	-17%
1204	SIA 1204 Soltis Investment Advisors St. George, Utah	$303K	+$20K	+88	+8%
1205	SG 1205 StoneX Group New York	$302K	+$9.76K	+43	+4%
1206	SCP 1206 Sivia Capital Partners Mill Valley, California	$302K	+$21.8K	+96	+8%
1207	BI 1207 Ballast Inc Lexington, Kentucky	$300K	–	–	–
1208	OIS 1208 OneAscent Investment Solutions Birmingham, Alabama	$300K	+$279K	+1,230	New
1209	GBT 1209 Grove Bank & Trust Miami, Florida	$300K	–	–	–
1210	SMG 1210 Smart Money Group Eastland, Texas	$300K	-$5.67K	-25	-2%
1211	DWP 1211 Daymark Wealth Partners Cincinnati, Ohio	$299K	-$132K	-582	-32%
1212	SLG 1212 Stanley-Laman Group Berwyn, Pennsylvania	$298K	+$277K	+1,220	New
1213	AWE 1213 Avidian Wealth Enterprises Houston, Texas	$298K	+$28.1K	+124	+11%
1214	PL 1214 Parthenon LLC Louisville, Kentucky	$296K	–	–	–
1215	NED 1215 Nancy E. Dempze	$295K	-$22.7K	-100	-8%
1216	SIM 1216 Stratos Investment Management Beachwood, Ohio	$295K	-$66K	-291	-19%
1217	FNT 1217 First Nebraska Trust Lincoln, Nebraska	$294K	–	–	–
1218	TWP 1218 Tyche Wealth Partners Plano, Texas	$294K	-$79.4K	-350	-23%
1219	BW 1219 Blalock Williams Alexander City, Alabama	$294K	+$273K	+1,203	New
1220	DWAM 1220 Duncan Williams Asset Management Memphis, Tennessee	$293K	-$3.4K	-15	-1%
1221	GFL 1221 Granite FO LLC Bedford, New Hampshire	$293K	–	–	–
1222	PFA 1222 Pathway Financial Advisors South Burlington, Vermont	$293K	–	–	–
1223	PL 1223 Perpetual Ltd Sydney, New South Wales, Australia	$293K	–	–	–
1224	MPPW 1224 Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$291K	-$47K	-207	-15%
1225	BFWA 1225 Benchmark Financial Wealth Advisors Boca Raton, Florida	$290K	-$14.7K	-65	-5%

Marsh MRSH Market cap $90.7B

Marsh

MRSH

Market cap $90.7B