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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Cahaba Wealth Management
Georgia
$254K -$47.5K -231 -15%
CWG
1202
Cornerstone Wealth Group
North Carolina
$254K -$6.17K -30 -2%
YIA
1203
YHB Investment Advisors
Connecticut
$253K – – –
TFCP
1204
Twin Focus Capital Partners
Massachusetts
$253K – – –
KC
1205
Kinloch Capital
Virginia
$252K -$86.4K -420 -25%
AWA
1206
Amplius Wealth Advisors
Pennsylvania
$252K -$285K -1,386 -53%
CPA
1207
Court Place Advisors
Maryland
$252K – – –
FNT
1208
First Nebraska Trust
Nebraska
$251K +$8.02K +39 +3%
BBA
1209
Braun-Bostich & Associates
Pennsylvania
$248K +$7.82K +38 +3%
BI
1210
Ballast Inc
Kentucky
$248K – – –
FHA
1211
Flagship Harbor Advisors
Massachusetts
$247K +$13.2K +64 +6%
BWM
1212
Baron Wealth Management
Michigan
$247K +$252K +1,223 New
RCA
1213
Resonant Capital Advisors
Wisconsin
$245K -$86.6K -421 -26%
NAAA
1214
New Age Alpha Advisors
New York
$245K – – –
NED
1215
Nancy E. Dempze
$244K – – –
UAG
1216
United Advisor Group
Ohio
$243K +$53.7K +261 +28%
BB
1217
Busey Bank
Illinois
$243K +$4.11K +20 +2%
DWAM
1218
Duncan Williams Asset Management
Tennessee
$242K +$206 +1 +0.1%
GFL
1219
Granite FO LLC
New Hampshire
$242K – – –
PFA
1220
Pathway Financial Advisors
Vermont
$242K – – –
BW
1221
BIP Wealth
Georgia
$242K +$247K +1,199 New
PSP
1222
Principal Street Partners
Tennessee
$240K -$237K -1,153 -49%
GVAG
1223
Great Valley Advisor Group
Delaware
$239K -$13K -63 -5%
TSS
1224
Two Sigma Securities
New York
$239K -$1.42M -6,908 -85%
WCA
1225
Westover Capital Advisors
Delaware
$239K -$142K -691 -37%
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