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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1226
E Fund Management
China
$258K +$270K +1,216 New
DWAM
1227
Duncan Williams Asset Management
Tennessee
$258K +$270K +1,215 New
BBA
1228
Braun-Bostich & Associates
Pennsylvania
$258K -$38.6K -174 -13%
PWM
1229
Pines Wealth Management
North Carolina
$258K +$274K +1,233 New
PL
1230
Parthenon LLC
Kentucky
$258K – – –
HI
1231
Harbour Investments
Wisconsin
$257K +$5.55K +25 +2%
FNT
1232
First Nebraska Trust
Nebraska
$256K – – –
WPP
1233
Whalerock Point Partners
Rhode Island
$256K – – –
SC
1234
Sapient Capital
Indiana
$256K -$12.4K -56 -4%
CPA
1235
Court Place Advisors
Maryland
$255K -$33.3K -150 -11%
GFL
1236
Granite FO LLC
New Hampshire
$255K – – –
PFA
1237
Pathway Financial Advisors
Vermont
$255K – – –
PL
1238
Perpetual Ltd
Australia
$255K – – –
SG
1239
StoneX Group
New York
$254K +$265K +1,196 New
IAS
1240
Insigneo Advisory Services
Florida
$254K -$63.9K -288 -19%
IA
1241
Intellus Advisors
Florida
$253K +$264K +1,191 New
NCM
1242
Northside Capital Management
Oregon
$252K – – –
PPC
1243
Park Place Capital
Alabama
$251K -$7.76K -35 -3%
SB
1244
Sunflower Bank
Texas
$251K +$10.2K +46 +4%
QL
1245
Quarry LP
New York
$251K +$151K +682 +137%
BIAS
1246
Beacon Investment Advisory Services
New Jersey
$250K +$261K +1,176 New
HOWA
1247
Heritage Oak Wealth Advisors
Florida
$248K +$259K +1,169 New
MAWA
1248
Moss Adams Wealth Advisors
Washington
$245K +$23.5K +106 +10%
SIA
1249
Soltis Investment Advisors
Utah
$245K +$2.22K +10 +0.9%
SCP
1250
Sivia Capital Partners
California
$243K +$887 +4 +0.4%
48 49
50
51 52