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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
1201
Old National Bancorp
Indiana
$245K -$49.7K -266 -17%
SWM
1202
Stronghold Wealth Management
Florida
$244K +$246K +1,317 New
IP
1203
Intellectus Partners
California
$244K +$245K +1,313 New
PCP
1204
Proficio Capital Partners
Massachusetts
$242K -$6.92K -37 -3%
CPA
1205
Capital Performance Advisors
California
$242K -$99.3K -531 -29%
SEIA
1206
Signature Estate & Investment Advisors
California
$242K -$3.92K -21 -2%
MG
1207
Mather Group
Illinois
$242K -$66.5K -356 -21%
MWM
1208
Modern Wealth Management
Kansas
$242K +$45.6K +244 +23%
SGWM
1209
Sterling Group Wealth Management
California
$242K – – –
AA
1210
Ancora Advisors
Ohio
$240K +$59.8K +320 +33%
CWM
1211
Cornerstone Wealth Management
Missouri
$239K +$240K +1,286 New
VC
1212
Vestor Capital
Illinois
$238K -$57.6K -308 -24%
GWMR
1213
GC Wealth Management RIA
Massachusetts
$238K -$911K -4,872 -79%
NPA
1214
Nichols & Pratt Advisers
Massachusetts
$237K – – –
PL
1215
Parthenon LLC
Kentucky
$235K – – –
AWA
1216
Amplius Wealth Advisors
Pennsylvania
$235K +$3.74K +20 +2%
KC
1217
Kinloch Capital
Virginia
$235K +$2.43K +13 +1%
GA
1218
Goldstein Advisors
Wisconsin
$235K +$27.1K +145 +13%
HI
1219
Harbour Investments
Wisconsin
$235K -$24.5K -131 -9%
CWM
1220
Cahaba Wealth Management
Georgia
$234K +$374 +2 +0.2%
GLA
1221
Great Lakes Advisors
Illinois
$234K -$38.3K -205 -14%
OFO
1222
OneAscent Family Office
Alabama
$234K +$236K +1,261 New
CA
1223
COFG Advisors
Illinois
$234K +$236K +1,260 New
YIA
1224
YHB Investment Advisors
Connecticut
$233K – – –
LAM
1225
Lewis Asset Management
California
$233K -$18.1K -97 -7%
47 48
49
50 51