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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1251
Principal Street Partners
Tennessee
$222K – – –
WDC
1252
Woodward Diversified Capital
California
$222K +$7.33K +33 +3%
KC
1253
Kingfisher Capital
North Carolina
$222K -$10.4K -47 -5%
MSWM
1254
McGlone Suttner Wealth Management
Wisconsin
$221K +$220K +989 New
RPWA
1255
Regent Peak Wealth Advisors
Georgia
$220K -$8.66K -39 -4%
AA
1256
Advisory Alpha
Michigan
$220K -$1.33K -6 -0.6%
BONST
1257
Bank of Nova Scotia Trust
Ontario, Canada
$219K +$1.78K +8 +0.8%
AP
1258
Appleton Partners
Massachusetts
$218K – – –
HWP
1259
Hibernia Wealth Partners
Louisiana
$218K -$6.66K -30 -3%
JCM
1260
Jacobi Capital Management
Pennsylvania
$217K +$216K +975 New
VCM
1261
Virtue Capital Management
Tennessee
$217K -$7.99K -36 -4%
GWMR
1262
GC Wealth Management RIA
Massachusetts
$216K -$15.5K -70 -7%
MA
1263
MONECO Advisors
Connecticut
$216K +$1.11K +5 +0.5%
MAM
1264
McLean Asset Management
Virginia
$215K -$666 -3 -0.3%
CFO
1265
CVA Family Office
Colorado
$214K +$5.11K +23 +2%
PDL
1266
Portfolio Design Labs
California
$213K -$209K -942 -50%
WA
1267
Wealthstream Advisors
New York
$213K +$212K +953 New
BA
1268
Bristlecone Advisors
Washington
$212K – – –
MFIM
1269
Mesirow Financial Investment Management
Illinois
$212K +$211K +950 New
ST
1270
Sabal Trust
Florida
$212K +$211K +949 New
FP
1271
Fiduciary Planning
Florida
$212K +$211K +949 New
RP
1272
Riverwater Partners
Wisconsin
$211K -$5.55K -25 -3%
SWA
1273
Sax Wealth Advisors
New Jersey
$211K +$210K +944 New
HIG
1274
Heritage Investment Group
Florida
$210K +$209K +941 New
MWM
1275
Meridian Wealth Management
Kentucky
$209K +$208K +938 New
49 50
51
52 53