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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
1251
Richard P. Slaughter Associates
Texas
$242K +$28.4K +128 +13%
SW
1252
Schulz Wealth
Texas
$241K – – –
PDL
1253
Portfolio Design Labs
California
$240K +$38.6K +174 +18%
AIM
1254
Advyzon Investment Management
Illinois
$240K +$250K +1,128 New
WB
1255
WesBanco Bank
West Virginia
$239K +$4.66K +21 +2%
RTC
1256
Riverview Trust Company
Washington
$238K +$1.33K +6 +0.5%
BIP
1257
Blueprint Investment Partners
North Carolina
$238K +$248K +1,120 New
APP
1258
Avantax Planning Partners
Iowa
$238K -$2K -9 -0.8%
PSP
1259
Principal Street Partners
Tennessee
$238K +$14.2K +64 +6%
PWP
1260
Principle Wealth Partners
Connecticut
$237K – – –
ECM
1261
EagleClaw Capital Management
Massachusetts
$237K – – –
APWM
1262
Anchor Pointe Wealth Management
Missouri
$234K +$245K +1,106 New
AWE
1263
Avidian Wealth Enterprises
Texas
$233K -$3.33K -15 -1%
BWP
1264
BSW Wealth Partners
Colorado
$232K +$1.55K +7 +0.6%
JCM
1265
Jacobi Capital Management
Pennsylvania
$232K +$26K +117 +12%
MCWA
1266
Meadow Creek Wealth Advisors
Georgia
$231K +$33.7K +152 +16%
WS
1267
Wedbush Securities
California
$230K -$18.2K -82 -7%
CCC
1268
Compass Capital Corp
Massachusetts
$230K +$240K +1,082 New
MA
1269
MONECO Advisors
Connecticut
$229K +$25.1K +113 +12%
ASG
1270
Ariston Services Group
California
$229K -$887 -4 -0.4%
AFP
1271
Alpha Financial Partners
Kentucky
$228K +$238K +1,073 New
CCA
1272
Cottonwood Capital Advisors
Utah
$227K +$35.7K +161 +18%
PP
1273
Patron Partners
Texas
$226K +$2.66K +12 +1%
TWM
1274
Trueblood Wealth Management
Ohio
$224K +$234K +1,054 New
MFIM
1275
Mesirow Financial Investment Management
Illinois
$223K +$22.2K +100 +11%
49 50
51
52 53