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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
576
Tidal Investments
Wisconsin
$1.02M +$225K +1,487 +28%
SS
577
Simplicity Solutions
Minnesota
$1.02M +$164K +1,084 +19%
UAML
578
US Asset Management LLC
Pennsylvania
$1M +$1M +6,628 New
ST
579
Smithfield Trust
Pennsylvania
$1M – – –
SIA
580
SkyView Investment Advisors
New Jersey
$998K +$715K +4,728 +254%
AWM
581
Aries Wealth Management
Maine
$976K -$37.1K -245 -4%
ACM
582
Allred Capital Management
Texas
$971K -$137K -907 -12%
GT
583
Greenleaf Trust
Michigan
$971K +$47.2K +312 +5%
EF
584
Empirical Finance
Pennsylvania
$969K +$54.6K +361 +6%
MOS
585
MGO One Seven
Ohio
$969K +$277K +1,831 +46%
SCM
586
Shelton Capital Management
Colorado
$956K – – –
EIA
587
Edgemoor Investment Advisors
Maryland
$948K – – –
S
588
SignatureFD
Georgia
$947K +$48.2K +319 +5%
CIA
589
Capital Investment Advisors
Georgia
$938K +$1.81K +12 +0.2%
VWM
590
Venturi Wealth Management
Texas
$935K +$1.51K +10 +0.2%
BCM
591
Boltwood Capital Management
California
$932K -$2.57K -17 -0.3%
RWA
592
Ropes Wealth Advisors
Massachusetts
$932K +$44.5K +294 +5%
GF
593
Gries Financial
Ohio
$924K – – –
BWAM
594
Boyd Watterson Asset Management
Ohio
$924K +$52.3K +346 +6%
MSAM
595
Moloney Securities Asset Management
Missouri
$918K +$917K +6,061 New
FWCM
596
Ferguson Wellman Capital Management
Oregon
$896K – – –
TPCW
597
TD Private Client Wealth
New York
$894K +$29.6K +196 +3%
S
598
SimplyRich
California
$892K +$13.8K +91 +2%
BJL
599
Brighton Jones LLC
Washington
$891K -$3.33K -22 -0.4%
WSFS
600
Wilmington Savings Fund Society
Delaware
$884K +$181K +1,200 +26%
22 23
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