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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
576
Enterprise Bank & Trust
Massachusetts
$1.35M +$3.27K +20 +0.2%
MCM
577
MAI Capital Management
Ohio
$1.35M +$272K +1,664 +26%
BS
578
Banco Santander
Spain
$1.34M +$68.7K +420 +5%
TMAM
579
Tokio Marine Asset Management
Japan
$1.31M +$123K +751 +10%
ACM
580
Acrisure Capital Management
Texas
$1.28M +$1.27M +7,757 New
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.28M -$98.1K -600 -7%
PA
582
PFG Advisors
Arizona
$1.28M +$8.18K +50 +0.7%
LF
583
Lantz Financial
Illinois
$1.27M +$880K +5,382 +235%
SF
584
Summit Financial
New Jersey
$1.27M -$56.7K -347 -4%
TPCW
585
TD Private Client Wealth
New York
$1.26M +$70.1K +429 +6%
QI
586
Qtron Investments
Massachusetts
$1.25M – – –
HPC
587
HM Payson & Co
Maine
$1.24M -$13.9K -85 -1%
TH
588
TCTC Holdings
Texas
$1.24M – – –
TW
589
TrinityPoint Wealth
Connecticut
$1.23M +$2.94K +18 +0.2%
TSW
590
Thompson Siegel & Walmsley
Virginia
$1.22M +$39.7K +243 +3%
ST
591
Smithfield Trust
Pennsylvania
$1.22M – – –
CCM
592
Coldstream Capital Management
Washington
$1.21M +$1.2M +7,309 New
WI
593
Wintrust Investments
Illinois
$1.2M – – –
RFP
594
RCS Financial Planning
Maryland
$1.18M +$1.17M +7,153 New
DEA
595
DoubleLine ETF Adviser
Florida
$1.16M +$1.14M +6,997 New
KPWS
596
Kestra Private Wealth Services
Texas
$1.15M -$68.5K -419 -6%
SICM
597
Sustainable Insight Capital Management
New York
$1.15M +$164K +1,000 +17%
CA
598
Clearstead Advisors
Ohio
$1.14M +$19.3K +118 +2%
AI
599
AXS Investments
New York
$1.13M +$26.3K +161 +2%
PGFC
600
Peapack-Gladstone Financial Corp
New Jersey
$1.11M -$36K -220 -3%
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