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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1226
Norris Perne & French
Michigan
$212K -$96.4K -536 -31%
RFP
1227
Root Financial Partners
California
$211K +$123K +684 +128%
CA
1228
COFG Advisors
Illinois
$210K -$8.81K -49 -4%
NEPPG
1229
New England Professional Planning Group
Rhode Island
$210K – – –
DWAM
1230
Duncan Williams Asset Management
Tennessee
$209K +$180 +1 +0.1%
ACC
1231
Acorn Creek Capital
Colorado
$209K -$20.9K -116 -9%
DWA
1232
Douglass Winthrop Advisors
New York
$208K -$91.3K -508 -30%
DI
1233
Diligent Investors
California
$208K – – –
GFL
1234
Granite FO LLC
New Hampshire
$208K – – –
TWM
1235
TRB Wealth Management
Texas
$208K +$216K +1,200 New
TWP
1236
Tyche Wealth Partners
Texas
$208K +$3.96K +22 +2%
NFG
1237
Nations Financial Group
Iowa
$208K +$8.99K +50 +4%
CC
1238
Courier Capital
New York
$206K -$1.27M -7,091 -86%
CWP
1239
Curated Wealth Partners
California
$206K -$139K -771 -39%
WDC
1240
Woodward Diversified Capital
California
$205K -$719 -4 -0.3%
PWM
1241
Palumbo Wealth Management
New York
$205K +$3.42K +19 +2%
USCWA
1242
U.S. Capital Wealth Advisors
Texas
$205K +$213K +1,182 New
AFGAS
1243
Allegiance Financial Group Advisory Services
Virginia
$204K +$212K +1,179 New
CWM
1244
Cahaba Wealth Management
Georgia
$204K -$16K -89 -7%
BFWA
1245
Benchmark Financial Wealth Advisors
Florida
$204K -$360 -2 -0.2%
BMWS
1246
Brady Martz Wealth Solutions
North Dakota
$202K +$209K +1,163 New
HCM
1247
Hollencrest Capital Management
California
$201K – – –
SWP
1248
Strategic Wealth Partners
Ohio
$197K +$719 +4 +0.4%
RMC
1249
Resources Management Corp
Connecticut
$195K – – –
MG
1250
Mather Group
Illinois
$182K -$45.7K -254 -19%
48 49
50
51 52