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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
551
Chatham Capital Group
Georgia
$1.85M – – –
PS
552
Pensionfund Sabic
Netherlands
$1.85M -$192K -1,000 -9%
DWA
553
Delap Wealth Advisory
Oregon
$1.84M +$1.73K +9 +0.1%
FTDI
554
First Trust Direct Indexing
Massachusetts
$1.84M -$2.49K -13 -0.1%
BJL
555
Brighton Jones LLC
Washington
$1.83M -$64.8K -338 -3%
VRM
556
Vectors Research Management
New York
$1.83M -$83.2K -434 -4%
GT
557
Greenleaf Trust
Michigan
$1.81M +$43.7K +228 +2%
MGIA
558
Moneta Group Investment Advisors
Missouri
$1.81M -$19.2K -100 -1%
CC
559
Courier Capital
New York
$1.81M -$74.9K -391 -4%
BL
560
Balentine LLC
Georgia
$1.8M +$35.6K +186 +2%
BAM
561
Belpointe Asset Management
Nevada
$1.8M +$679K +3,543 +60%
GC
562
Grimes & Company
Massachusetts
$1.8M +$5.75K +30 +0.3%
MWM
563
Mission Wealth Management
California
$1.78M +$27.8K +145 +2%
CSIC
564
Clifford Swan Investment Counsel
California
$1.73M -$115K -600 -6%
MFG
565
Merit Financial Group
Georgia
$1.73M +$617K +3,220 +55%
S
566
SignatureFD
Georgia
$1.73M +$105K +548 +6%
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$1.71M -$19.9K -104 -1%
CSPAM
568
Cary Street Partners Asset Management
Virginia
$1.7M -$43.5K -227 -2%
WA
569
Wealth Alliance
New York
$1.7M -$114K -595 -6%
SC
570
Savant Capital
Illinois
$1.7M +$23.8K +124 +1%
RWB
571
RMR Wealth Builders
New Jersey
$1.68M – – –
MF
572
Magnetar Financial
Illinois
$1.68M +$1.69M +8,829 New
FT
573
Fiduciary Trust
Massachusetts
$1.67M -$3.83K -20 -0.2%
QCG
574
Quadrant Capital Group
Ohio
$1.65M +$146K +762 +10%
SFP
575
Sweet Financial Partners
Minnesota
$1.62M +$18.2K +95 +1%
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