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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
551
Conning Inc
Connecticut
$835K -$70.3K -610 -8%
GF
552
Gries Financial
Ohio
$821K +$703K +6,101 New
AG
553
AlphaSimPlex Group
Massachusetts
$817K -$781K -6,782 -50%
EWM
554
Elmwood Wealth Management
California
$816K +$772K +6,703 New
ST
555
Smithfield Trust
Pennsylvania
$804K – – –
CIA
556
Capital Investment Advisors
Georgia
$790K +$346 +3 +0%
RWA
557
Ropes Wealth Advisors
Massachusetts
$790K +$576K +5,000 +579%
NG
558
NatWest Group
United Kingdom
$784K -$554K -4,807 -43%
SI
559
Stephens Inc
Arkansas
$784K +$23.8K +207 +3%
DLA
560
Douglas Lane & Associates
New York
$783K -$10.8K -94 -1%
WANY
561
Wealthspire Advisors (New York)
New York
$782K +$234K +2,035 +46%
PA
562
PFG Advisors
Arizona
$780K +$38K +330 +5%
CSPIA
563
Cary Street Partners Investment Advisory
Virginia
$775K -$342K -2,967 -32%
BCM
564
Boltwood Capital Management
California
$766K +$4.26K +37 +0.6%
IC
565
IEQ Capital
California
$764K +$722K +6,268 New
EIA
566
Edgemoor Investment Advisors
Maryland
$762K +$197K +1,708 +38%
CA
567
Clearstead Advisors
Ohio
$762K +$516K +4,484 +252%
ACM
568
AlphaStar Capital Management
North Carolina
$755K +$714K +6,200 New
CCIA
569
Campbell & Co Investment Adviser
Maryland
$750K +$709K +6,155 New
VWM
570
Venturi Wealth Management
Texas
$743K -$9.79K -85 -1%
AIC
571
Aurora Investment Counsel
Georgia
$737K -$67.6K -587 -9%
GT
572
Greenleaf Trust
Michigan
$721K +$80.4K +698 +13%
ECM
573
ExodusPoint Capital Management
New York
$702K -$6.06M -52,638 -90%
EGM
574
Engineers Gate Manager
New York
$700K -$2.4M -20,879 -78%
BJL
575
Brighton Jones LLC
Washington
$700K +$127K +1,104 +24%
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