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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
1201
Nichols & Pratt Advisers
Massachusetts
$221K – – –
SEIA
1202
Signature Estate & Investment Advisors
California
$221K -$5.93K -33 -3%
FFA
1203
Founders Financial Alliance
North Carolina
$221K +$229K +1,272 New
WPWM
1204
Western Pacific Wealth Management
Illinois
$220K +$228K +1,270 New
PCP
1205
Proficio Capital Partners
Massachusetts
$220K -$6.83K -38 -3%
PL
1206
Parthenon LLC
Kentucky
$220K – – –
VCA
1207
Verdence Capital Advisors
Maryland
$220K -$382K -2,122 -63%
EHC
1208
Everett Harris & Co
California
$219K -$28.4K -158 -11%
AWE
1209
Avidian Wealth Enterprises
Texas
$219K -$12.6K -70 -5%
WWC
1210
Waypoint Wealth Counsel
Georgia
$219K -$107K -593 -32%
LAM
1211
Lewis Asset Management
California
$218K – – –
KC
1212
Kinloch Capital
Virginia
$217K -$2.34K -13 -1%
MEG
1213
Millstone Evans Group
Colorado
$217K – – –
MA
1214
MJP Associates
Connecticut
$217K +$225K +1,250 New
VRM
1215
Vectors Research Management
New York
$217K -$1.74M -9,660 -89%
OWA
1216
Opal Wealth Advisors
New York
$215K +$899 +5 +0.4%
ISFAN
1217
Investor's Fiduciary Advisor Network
Washington
$214K +$223K +1,239 New
BW
1218
BIP Wealth
Georgia
$214K +$19.1K +106 +9%
GCA
1219
Genesee Capital Advisors
New York
$214K -$36.7K -204 -14%
SFGM
1220
Stonebridge Financial Group (Missouri)
Missouri
$213K -$2.88K -16 -1%
AA
1221
Ancora Advisors
Ohio
$212K -$12.4K -69 -5%
EP
1222
Edgestream Partners
New Jersey
$212K -$1.7M -9,478 -89%
FWP
1223
Falcon Wealth Planning
California
$212K +$220K +1,224 New
SWASL
1224
Spartan Wealth Advisory Services LLC
Michigan
$212K +$220K +1,222 New
PPWM
1225
Paragon Private Wealth Management
Kentucky
$212K +$10.6K +59 +5%
47 48
49
50 51