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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1251
Catalina Capital Group
California
$264K -$275K -1,213 -53%
ASG
1252
Ariston Services Group
California
$263K – – –
CCMG
1253
Clark Capital Management Group
Pennsylvania
$263K -$158K -698 -39%
AFP
1254
Alpha Financial Partners
Kentucky
$263K +$908 +4 +0.4%
FFA
1255
Founders Financial Alliance
North Carolina
$261K +$242K +1,068 New
PWM
1256
Pines Wealth Management
North Carolina
$259K -$13.2K -58 -5%
CCA
1257
Catalyst Capital Advisors
New York
$257K +$74.2K +327 +45%
MAWA
1258
Moss Adams Wealth Advisors
Washington
$256K -$23.4K -103 -9%
EI
1259
eCIO Inc
Wisconsin
$256K +$238K +1,050 New
SC
1260
Sapient Capital
Indiana
$256K -$34.9K -154 -13%
TB
1261
Terril Brothers
Missouri
$256K +$2.27K +10 +1%
AA
1262
Advisory Alpha
Michigan
$255K +$908 +4 +0.4%
MCM
1263
MV Capital Management
Maryland
$255K +$136K +600 +135%
HTC
1264
Haverford Trust Company
Pennsylvania
$253K +$235K +1,037 New
DWM
1265
Destination Wealth Management
California
$252K -$56.5K -249 -19%
DE
1266
Diversified Enterprises
Delaware
$252K +$234K +1,033 New
WS
1267
Wedbush Securities
California
$252K -$11.6K -51 -5%
RP
1268
Riverwater Partners
Wisconsin
$252K +$19.3K +85 +9%
BCG
1269
BayBridge Capital Group
California
$251K +$908 +4 +0.4%
WF
1270
Wayfinding Financial
Washington
$251K +$1.13K +5 +0.5%
LAM
1271
Longboard Asset Management
Arizona
$251K – – –
MSWM
1272
McGlone Suttner Wealth Management
Wisconsin
$250K +$3.18K +14 +1%
TWM
1273
Topsail Wealth Management
North Carolina
$250K +$233K +1,025 New
OWP
1274
Obermeyer Wealth Partners
Colorado
$250K -$4.99K -22 -2%
MIC
1275
Means Investment Company
Maine
$249K -$681 -3 -0.3%
49 50
51
52 53