Marsh

MRSH

Market cap $90.7B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1401	RA 1401 Rise Advisors Rochester, New York	$54.1K	+$666	+3	+1%
1402	FMP 1402 Financial Management Professionals Austin, Texas	$54K	–	–	–
1403	CA 1403 CoreCap Advisors Southfield, Michigan	$52.3K	+$6.21K	+28	+13%
1404	IHWM 1404 Iron Horse Wealth Management Johston, Iowa	$51K	–	–	–
1405	JSAM 1405 J. Safra Asset Management New York	$50.7K	+$53K	+239	New
1406	GKIM 1406 GW&K Investment Management Boston, Massachusetts	$50K	+$2.88K	+13	+6%
1407	LI 1407 LRI Investments Palm Beach Gardens, Florida	$49.9K	+$28.6K	+129	+122%
1408	LDB 1408 Lee, Danner & Bass Nashville, Tennessee	$49.1K	+$51.2K	+231	New
1409	C 1409 Covestor London, United Kingdom	$49K	+$11.5K	+52	+29%
1410	SC 1410 SouthState Corp Winter Haven, Florida	$46.9K	–	–	–
1411	HHGA 1411 Halbert Hargrove Global Advisors Long Beach, California	$44.6K	+$46.6K	+210	New
1412	BSB 1412 Bangor Savings Bank Bangor, Maine	$43.8K	–	–	–
1413	FUBT 1413 First United Bank & Trust Oakland, Maryland	$43.5K	–	–	–
1414	RL 1414 Rogco LP Claremore, Oklahoma	$42.9K	–	–	–
1415	GSWM 1415 Golden State Wealth Management Santa Ana, California	$41.3K	+$43K	+194	New
1416	CAL 1416 Capital Advisors Ltd Shaker Heights, Ohio	$41K	-$444	-2	-1%
1417	RI 1417 Ridgewood Investments Springfield, New Jersey	$41K	–	–	–
1418	SL 1418 Salomon & Ludwin Richmond, Virginia	$40.4K	-$61.5K	-277	-59%
1419	IFS 1419 Intelligent Financial Strategies Excelsior, Minnesota	$40.1K	–	–	–
1420	BIA 1420 Bell Investment Advisors Oakland, California	$39.9K	-$2K	-9	-5%
1421	T 1421 Transce3nd Kyle, Texas	$38.9K	+$40.6K	+183	New
1422	HNB 1422 Hilltop National Bank Casper, Wyoming	$38.7K	-$4.21K	-19	-9%
1423	AFG 1423 Albion Financial Group Salt Lake City, Utah	$38.2K	+$39.9K	+180	New
1424	FFA 1424 Frazier Financial Advisors Columbus, Ohio	$37.8K	–	–	–
1425	EWP 1425 Elevation Wealth Partners Santa Rosa, California	$37.8K	+$6.88K	+31	+21%

Marsh MRSH Market cap $90.7B

Marsh

MRSH

Market cap $90.7B