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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
1351
GF Fund Management
China
$77K – – –
DFA
1352
DHJJ Financial Advisors
Illinois
$76.1K – – –
NECFA
1353
New England Capital Financial Advisors
Connecticut
$75.6K – – –
LWM
1354
Lodestone Wealth Management
Washington
$75.3K +$75.9K +406 New
MAM
1355
Morse Asset Management
Connecticut
$75.1K – – –
MDA
1356
Minot DeBlois Advisors
Massachusetts
$74.2K – – –
RTC
1357
Riverview Trust Company
Washington
$74.2K – – –
DI
1358
DAGCO Inc
Ohio
$73.9K +$2.8K +15 +4%
SC
1359
SouthState Corp
Florida
$71.4K +$15.7K +84 +28%
CSC
1360
Caldwell Sutter Capital
California
$70.9K +$12.2K +65 +21%
AA
1361
Addison Advisors
Vermont
$70.5K +$24.1K +129 +51%
CNBT
1362
Cornerstone National Bank & Trust
Illinois
$69.6K – – –
GWM
1363
Geneos Wealth Management
Colorado
$69.2K +$8.41K +45 +14%
NRG
1364
Nemes Rush Group
Michigan
$68.8K +$25.4K +136 +58%
TFA
1365
Transamerica Financial Advisors
Florida
$68.4K +$25.8K +138 +60%
AWA
1366
Acumen Wealth Advisors
Tennessee
$68.3K +$68.8K +368 New
DIP
1367
DT Investment Partners
Pennsylvania
$67.2K +$50.8K +272 +302%
SCM
1368
Silvant Capital Management
Georgia
$66.4K – – –
RCM
1369
Raleigh Capital Management
North Carolina
$66.4K -$2.06K -11 -3%
PUI
1370
Purpose Unlimited Inc
$65.7K +$66.2K +354 New
APW
1371
Aventura Private Wealth
Florida
$65.1K -$3.74K -20 -5%
OP
1372
ORG Partners
Indiana
$64.6K +$6.92K +37 +12%
KFAS
1373
Keating Financial Advisory Services
Kansas
$63.3K +$63.7K +341 New
DWA
1374
Dougherty Wealth Advisers
Minnesota
$62K – – –
PGAM
1375
Princeton Global Asset Management
New Jersey
$61.4K -$1.48M -7,899 -96%
53 54
55
56 57