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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
1301
U.S. Capital Wealth Advisors
Texas
$231K +$215K +948 New
AAM
1302
Aureus Asset Management
Massachusetts
$231K +$215K +947 New
LSA
1303
Leonteq Securities AG
Switzerland
$231K +$18.4K +81 +9%
RPGK
1304
Retirement Planning Group (Kansas)
Kansas
$230K -$6.58K -29 -3%
WA
1305
Wealthstream Advisors
New York
$230K +$214K +943 New
HIG
1306
Heritage Investment Group
Florida
$230K +$213K +941 New
CCC
1307
Compass Capital Corp
Massachusetts
$229K – – –
DW30
1308
Drucker Wealth 3.0
New Jersey
$228K +$212K +934 New
NCTC
1309
New Covenant Trust Company
Indiana
$227K -$7.03K -31 -3%
FA
1310
Fiduciary Alliance
South Carolina
$226K +$211K +928 New
BHBT
1311
Burke & Herbert Bank & Trust
Virginia
$226K +$211K +928 New
NG
1312
Norden Group
Utah
$224K +$209K +920 New
KFS
1313
Kelly Financial Services
Massachusetts
$224K +$209K +919 New
OPWM
1314
Oxinas Partners Wealth Management
Indiana
$223K +$208K +915 New
RT
1315
Rockland Trust
Massachusetts
$223K -$120K -529 -37%
ECM
1316
EagleClaw Capital Management
Massachusetts
$223K -$45.4K -200 -18%
ANBT
1317
American National Bank & Trust
Texas
$223K -$681 -3 -0.3%
KWA
1318
Kingswood Wealth Advisors
California
$223K +$207K +912 New
MC
1319
Middleton & Co
Massachusetts
$222K +$206K +910 New
MAM
1320
McLean Asset Management
Virginia
$222K +$6.81K +30 +3%
IAS
1321
Investment Advisory Services
Texas
$221K +$205K +905 New
MWM
1322
Meridian Wealth Management
Kentucky
$220K -$26.5K -117 -11%
BPW
1323
Bingham Private Wealth
California
$220K -$14.7K -65 -7%
PIA
1324
Pollock Investment Advisors
Michigan
$220K +$204K +900 New
NHC
1325
Nicholas Hoffman & Company
Georgia
$219K +$204K +899 New
51 52
53
54 55