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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
1276
Meadow Creek Wealth Advisors
Georgia
$209K +$208K +936 New
HBS
1277
Howard Bailey Securities
Indiana
$207K +$206K +929 New
BHBT
1278
Burke & Herbert Bank & Trust
Virginia
$207K -$14.4K -65 -7%
ABTD
1279
Arvest Bank Trust Division
Oklahoma
$206K +$205K +923 New
BWP
1280
Baldwin Wealth Partners
Massachusetts
$206K +$10.4K +47 +5%
SIM
1281
SSI Investment Management
California
$205K +$204K +921 New
SP
1282
Stablepoint Partners
Massachusetts
$205K – – –
CHP
1283
Cable Hill Partners
Oregon
$205K +$204K +918 New
UW
1284
Unique Wealth
Florida
$205K +$204K +917 New
OPWM
1285
Oxinas Partners Wealth Management
Indiana
$204K +$203K +915 New
CS
1286
Cannell & Spears
New York
$204K +$203K +913 New
CCA
1287
Cottonwood Capital Advisors
Utah
$202K +$201K +907 New
MWA
1288
Mills Wealth Advisors
Texas
$202K +$201K +905 New
4WM
1289
49 Wealth Management
Texas
$201K +$200K +902 New
NHC
1290
Nicholas Hoffman & Company
Georgia
$200K +$199K +898 New
KFS
1291
Kelly Financial Services
Massachusetts
$200K +$2.44K +11 +1%
ANBT
1292
American National Bank & Trust
Texas
$198K – – –
T
1293
TOBAM
France
$196K – – –
IBOK
1294
Independence Bank of Kentucky
Kentucky
$192K +$4.66K +21 +2%
CCM
1295
Chilton Capital Management
Texas
$186K +$7.33K +33 +4%
DJSG
1296
D.J. St. Germain
Massachusetts
$173K -$5.55K -25 -3%
ACM
1297
Aster Capital Management
United Arab Emirates
$167K +$166K +749 New
BGAI
1298
Bruce G. Allen Investments
Colorado
$158K -$7.99K -36 -5%
HWM
1299
Hemington Wealth Management
Virginia
$157K +$160K +720 New
WI
1300
Wintrust Investments
Illinois
$150K -$1.32M -5,947 -90%
50 51
52
53 54