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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1251
Braun-Bostich & Associates
Pennsylvania
$219K -$9.72K -52 -4%
TWP
1252
Tyche Wealth Partners
Texas
$218K – – –
PFG
1253
Prosperity Financial Group
California
$218K -$770K -4,122 -78%
GSEP
1254
Golden State Equity Partners
California
$218K +$31K +166 +16%
BFWA
1255
Benchmark Financial Wealth Advisors
Florida
$218K +$561 +3 +0.3%
WCA
1256
Westover Capital Advisors
Delaware
$218K -$2.24K -12 -1%
WDC
1257
Woodward Diversified Capital
California
$217K +$748 +4 +0.3%
ASG
1258
Ariston Services Group
California
$217K – – –
AWM
1259
Ariadne Wealth Management
California
$216K +$233K +1,247 New
PWM
1260
Palumbo Wealth Management
New York
$216K +$218K +1,164 New
PPWM
1261
Paragon Private Wealth Management
Kentucky
$216K -$2.99K -16 -1%
AC
1262
Avestar Capital
New York
$215K -$279K -1,495 -56%
HCM
1263
Hollencrest Capital Management
California
$215K -$30.7K -164 -12%
TNA
1264
True North Advisors
Texas
$214K +$216K +1,155 New
ICP
1265
Interchange Capital Partners
Pennsylvania
$214K +$19.1K +102 +10%
FFA
1266
Fi3 Financial Advisors
Indiana
$214K +$216K +1,153 New
CWG
1267
Cornerstone Wealth Group
North Carolina
$213K -$20.4K -109 -9%
NFG
1268
Nations Financial Group
Iowa
$213K +$214K +1,147 New
SVWAG
1269
Sound View Wealth Advisors Group
Georgia
$211K +$213K +1,139 New
WA
1270
Waddell & Associates
Tennessee
$211K +$213K +1,139 New
WB
1271
WesBanco Bank
West Virginia
$211K -$75.5K -404 -26%
AU
1272
AlphaGrep UK
$211K +$212K +1,135 New
GBT
1273
Grove Bank & Trust
Florida
$210K -$9.91K -53 -4%
SWP
1274
Strategic Wealth Partners
Ohio
$210K -$28K -150 -12%
TCOV
1275
Trust Company of Vermont
Vermont
$210K -$26.7K -143 -11%
49 50
51
52 53