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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1226
Twin Focus Capital Partners
Massachusetts
$233K – – –
MEG
1227
Millstone Evans Group
Colorado
$232K -$13.6K -73 -6%
TC
1228
TownSquare Capital
Utah
$232K +$17.2K +92 +8%
SFGM
1229
Stonebridge Financial Group (Missouri)
Missouri
$231K +$233K +1,246 New
FNT
1230
First Nebraska Trust
Nebraska
$231K – – –
DE
1231
Diversified Enterprises
Delaware
$231K +$233K +1,245 New
CL
1232
CSS LLC
Illinois
$230K +$232K +1,240 New
OWA
1233
Opal Wealth Advisors
New York
$229K +$231K +1,234 New
DWAM
1234
Duncan Williams Asset Management
Tennessee
$228K +$374 +2 +0.2%
EHAM
1235
Eagle Harbor Asset Management
Washington
$228K +$230K +1,229 New
SWA
1236
Stratos Wealth Advisors
Ohio
$226K -$8.97K -48 -4%
NEPPG
1237
New England Professional Planning Group
Rhode Island
$225K -$9.35K -50 -4%
PWM
1238
Pursuit Wealth Management
Florida
$225K +$226K +1,210 New
KA
1239
Kovack Advisors
Florida
$223K +$225K +1,202 New
PFA
1240
Pathway Financial Advisors
Vermont
$223K – – –
DI
1241
Diligent Investors
California
$223K -$28K -150 -11%
GFL
1242
Granite FO LLC
New Hampshire
$223K – – –
PFM
1243
Patton Fund Management
Texas
$223K +$36.6K +196 +20%
HTC
1244
Haverford Trust Company
Pennsylvania
$222K +$224K +1,199 New
AF
1245
Advisornet Financial
Minnesota
$222K +$27.1K +145 +14%
PCM
1246
Pointe Capital Management
Michigan
$222K -$36.4K -195 -14%
EP
1247
Essential Partners
California
$222K -$26.4K -141 -11%
RPC
1248
Rossmore Private Capital
Connecticut
$221K -$22.4K -120 -9%
NCM
1249
Northside Capital Management
Oregon
$220K – – –
PCM
1250
Palisade Capital Management
New Jersey
$220K +$221K +1,184 New
48 49
50
51 52