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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
476
Banque Pictet & Cie
Switzerland
$813K – – –
IG
477
ING Group
Netherlands
$799K -$2.71M -25,378 -73%
JHP
478
James Hambro & Partners
United Kingdom
$794K -$171K -1,600 -15%
LW
479
Linscomb Wealth
Texas
$793K -$220K -2,060 -18%
BPA
480
Beacon Pointe Advisors
California
$789K +$973K +9,129 New
ACM
481
Allred Capital Management
Texas
$787K +$6.29K +59 +0.7%
TC
482
Toews Corporation
New Jersey
$787K +$970K +9,100 New
HCM
483
Howland Capital Management
Massachusetts
$779K -$1.28K -12 -0.1%
CI
484
CX Institutional
Indiana
$770K +$213 +2 +0%
AWM
485
Altium Wealth Management
New York
$769K +$164K +1,536 +21%
OPPTF
486
OPSEU Pension Plan Trust Fund
Ontario, Canada
$768K +$970K +9,097 New
MWM
487
Minot Wealth Management
Massachusetts
$757K -$262K -2,455 -22%
AIP
488
Ameritas Investment Partners
Nebraska
$741K -$31.2K -293 -3%
NRS
489
Neville Rodie & Shaw
New York
$738K – – –
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$720K -$42.6K -400 -5%
EI
491
Ethic Inc
New York
$717K -$7.89K -74 -0.9%
MBTD
492
Mechanics Bank - Trust Department
California
$717K +$76.8K +720 +9%
TU
493
TDAM USA
Ontario, Canada
$713K -$31.3K -294 -3%
LNWWM
494
Laird Norton Wetherby Wealth Management
California
$713K +$54.9K +515 +7%
WIC
495
Wilkins Investment Counsel
Massachusetts
$712K +$25.6K +240 +3%
ASN
496
Advisory Services Network
Georgia
$704K -$32.4K -304 -4%
WPA
497
West Paces Advisors
Georgia
$698K -$77.5K -727 -8%
BAM
498
Belpointe Asset Management
Nevada
$691K -$8.96K -84 -1%
CNC
499
Citizens & Northern Corp
Pennsylvania
$685K +$134K +1,258 +19%
TSW
500
Thompson Siegel & Walmsley
Virginia
$676K -$26.7K -250 -3%
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