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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1276
MV Capital Management
Maryland
$206K -$3.91K -19 -2%
VA
1277
Valmark Advisers
Ohio
$205K +$209K +1,017 New
SMA
1278
Seven Mile Advisory
New Jersey
$205K +$209K +1,016 New
FWP
1279
Fiduciary Wealth Partners
Massachusetts
$205K +$209K +1,015 New
MW
1280
Members Wealth
Pennsylvania
$204K +$209K +1,014 New
ABC
1281
Associated Banc-Corp
Wisconsin
$204K +$208K +1,011 New
DCM
1282
Dudley Capital Management
Virginia
$204K – – –
MAG
1283
Members Advisory Group
New York
$204K – – –
BWS
1284
Buck Wealth Strategies
Colorado
$204K +$208K +1,010 New
GSEP
1285
Golden State Equity Partners
California
$204K +$208K +1,010 New
SFC
1286
SYM Financial Corp
Indiana
$203K +$208K +1,009 New
BOM
1287
Bank of Marin
California
$203K +$10.7K +52 +5%
RWRC
1288
R.W. Roge & Company
New York
$203K +$1.85K +9 +0.9%
TCM
1289
Traub Capital Management
Massachusetts
$203K +$207K +1,007 New
MPPW
1290
Mitchell & Pahl Private Wealth
Oklahoma
$203K -$4.94K -24 -2%
AFT
1291
Alpha Family Trust
California
$203K -$111K -540 -35%
PFM
1292
Patton Fund Management
Texas
$202K – – –
PWG
1293
Portside Wealth Group
Utah
$202K -$61.9K -301 -23%
HWA
1294
HHM Wealth Advisors
Tennessee
$202K -$3.7K -18 -2%
CCG
1295
Cypress Capital Group
Florida
$202K – – –
FHC
1296
First Heartland Consultants
Missouri
$202K +$13.6K +66 +7%
CC
1297
Carlson Capital
Texas
$202K +$206K +1,000 New
UW
1298
Unique Wealth
Florida
$201K -$54.7K -266 -21%
NS
1299
NBC Securities
Alabama
$201K -$6.99K -34 -3%
CT
1300
Chicago Trust
Illinois
$201K +$1.44K +7 +0.7%
50 51
52
53 54