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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1226
Northside Capital Management
Oregon
$289K – – –
SB
1227
Sunflower Bank
Texas
$289K +$681 +3 +0.3%
IC
1228
Inscription Capital
Texas
$287K +$317K +1,395 New
MWM
1229
Modern Wealth Management
Kansas
$287K +$267K +1,175 New
PSP
1230
Principal Street Partners
Tennessee
$286K +$11.8K +52 +5%
TIA
1231
Trust Investment Advisors
Indiana
$286K +$266K +1,171 New
NAM
1232
NorthCrest Asset Manangement
Minnesota
$285K +$265K +1,170 New
FHA
1233
Flagship Harbor Advisors
Massachusetts
$281K -$79.4K -350 -23%
TSWM
1234
Tyler-Stone Wealth Management
Ohio
$280K -$52.6K -232 -17%
CCA
1235
Childress Capital Advisors
Texas
$279K +$28.4K +125 +12%
RPSA
1236
Richard P. Slaughter Associates
Texas
$278K – – –
UW
1237
Unique Wealth
Florida
$278K +$33.1K +146 +15%
SW
1238
Schulz Wealth
Texas
$277K – – –
BWP
1239
BSW Wealth Partners
Colorado
$276K +$8.39K +37 +3%
CFO
1240
CVA Family Office
Colorado
$276K +$30.2K +133 +13%
RMC
1241
Resources Management Corp
Connecticut
$275K -$39.7K -175 -13%
GAB
1242
German American Bancorp
Indiana
$274K -$34K -150 -12%
SWA
1243
Sax Wealth Advisors
New Jersey
$273K +$35.6K +157 +16%
PWP
1244
Principle Wealth Partners
Connecticut
$272K – – –
RTC
1245
Riverview Trust Company
Washington
$271K -$2.72K -12 -1%
APP
1246
Avantax Planning Partners
Iowa
$269K -$4.08K -18 -2%
AAP
1247
Arax Advisory Partners
Colorado
$267K -$213K -940 -46%
SPA
1248
Sherbrooke Park Advisers
New York
$267K +$19.7K +87 +9%
WB
1249
WesBanco Bank
West Virginia
$266K -$7.71K -34 -3%
MCWA
1250
Meadow Creek Wealth Advisors
Georgia
$266K +$908 +4 +0.4%
48 49
50
51 52