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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1351
Chicago Trust
Illinois
$208K +$193K +851 New
BWP
1352
Baldwin Wealth Partners
Massachusetts
$207K +$192K +847 New
OHWP
1353
Oak Harbor Wealth Partners
North Carolina
$207K +$192K +847 New
PIA
1354
Pinion Investment Advisors
Kansas
$205K +$191K +841 New
BOM
1355
Bank of Marin
California
$205K +$191K +841 New
CMAI
1356
Capital Management Associates Inc
Minnesota
$205K +$191K +840 New
JCM
1357
Jacobsen Capital Management
Utah
$204K +$190K +836 New
PWP
1358
PrairieView Wealth Partners
Illinois
$203K +$189K +833 New
ASBI
1359
American State Bank (Iowa)
Iowa
$203K +$189K +831 New
AIMC
1360
Alley Investment Management Company
Illinois
$203K +$188K +830 New
HPM
1361
Hoxton Planning & Management
West Virginia
$202K +$188K +829 New
CGA
1362
Crescent Grove Advisors
Illinois
$202K +$188K +829 New
HWM
1363
Hemington Wealth Management
Virginia
$201K +$12.9K +57 +7%
FA
1364
FDx Advisors
Illinois
$201K +$187K +823 New
B
1365
Bellecapital
Switzerland
$200K +$186K +820 New
HBS
1366
Howard Bailey Securities
Indiana
$200K +$186K +820 New
AF
1367
Advisornet Financial
Minnesota
$196K -$15.7K -69 -8%
CCM
1368
Chilton Capital Management
Texas
$195K -$7.49K -33 -4%
OWA
1369
Opal Wealth Advisors
New York
$187K +$174K +767 New
PCFFS
1370
Pacific Center for Financial Services
California
$183K – – –
HB
1371
Horizon Bancorp
Indiana
$183K -$60.6K -267 -26%
NWM
1372
Nova Wealth Management
Florida
$182K – – –
WA
1373
WPG Advisers
Maryland
$181K -$55.4K -244 -25%
PPC
1374
Park Place Capital
Alabama
$180K -$101K -446 -38%
FHA
1375
First Horizon Advisors
Tennessee
$175K +$27K +119 +20%
53 54
55
56 57