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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
576
LMCG Investments
Massachusetts
$1.33M -$87.1K -523 -6%
MYIA
577
Mount Yale Investment Advisors
Colorado
$1.32M -$453K -2,718 -26%
HPC
578
HM Payson & Co
Maine
$1.29M +$38.6K +232 +3%
TH
579
TCTC Holdings
Texas
$1.29M +$40.3K +242 +3%
LWCFA
580
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.29M – – –
MCM
581
MAI Capital Management
Ohio
$1.28M -$77.5K -465 -6%
LF
582
Lantz Financial
Illinois
$1.28M – – –
SF
583
Summit Financial
New Jersey
$1.28M +$3.5K +21 +0.3%
CA
584
Clearstead Advisors
Ohio
$1.27M +$118K +708 +10%
TW
585
TrinityPoint Wealth
Connecticut
$1.24M +$1.5K +9 +0.1%
AAS
586
Avantax Advisory Services
Texas
$1.24M +$296K +1,777 +31%
AT
587
Arden Trust
Delaware
$1.23M +$149K +893 +14%
ST
588
Smithfield Trust
Pennsylvania
$1.22M – – –
KPWS
589
Kestra Private Wealth Services
Texas
$1.22M +$67.3K +404 +6%
TSW
590
Thompson Siegel & Walmsley
Virginia
$1.22M -$13.3K -80 -1%
WI
591
Wintrust Investments
Illinois
$1.21M – – –
AI
592
AXS Investments
New York
$1.21M +$73.1K +439 +6%
CCM
593
Coldstream Capital Management
Washington
$1.2M -$16.5K -99 -1%
RFP
594
RCS Financial Planning
Maryland
$1.19M -$167 -1 -0%
CAM
595
Cresset Asset Management
Illinois
$1.19M -$469K -2,816 -28%
ACM
596
Acrisure Capital Management
Texas
$1.18M -$114K -682 -9%
EWM
597
Elmwood Wealth Management
California
$1.11M +$13.3K +80 +1%
CNC
598
Citizens & Northern Corp
Pennsylvania
$1.11M +$15.3K +92 +1%
PGFC
599
Peapack-Gladstone Financial Corp
New Jersey
$1.1M -$18.3K -110 -2%
PA
600
Pinnacle Associates
New York
$1.09M +$10.8K +65 +1%
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