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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
601
NewEdge Wealth
Pennsylvania
$1.08M +$297K +1,787 +40%
BCM
602
Boltwood Capital Management
California
$1.08M +$6.64K +40 +0.6%
GF
603
Gries Financial
Ohio
$1.08M +$14.6K +88 +1%
BWAM
604
Boyd Watterson Asset Management
Ohio
$1.06M -$1.99K -12 -0.2%
UCFA
605
United Capital Financial Advisors
Texas
$1.06M +$143K +858 +16%
BAM
606
Blueshift Asset Management
New Jersey
$1.05M -$3.89M -23,391 -80%
WPA
607
West Paces Advisors
Georgia
$1.05M -$136K -818 -12%
PL
608
Pluribus Labs
California
$1.04M +$999K +6,014 New
AWM
609
Aries Wealth Management
Maine
$1.04M -$75.6K -455 -7%
BJL
610
Brighton Jones LLC
Washington
$1.03M +$10.8K +65 +1%
MSCM
611
McElhenny Sheffield Capital Management
Texas
$1.03M +$157K +948 +19%
S
612
SimplyRich
California
$1.03M +$8.8K +53 +0.9%
TPCW
613
TD Private Client Wealth
New York
$1.03M +$5.65K +34 +0.6%
SCM
614
Shelton Capital Management
Colorado
$1.03M -$65.9K -397 -6%
FWCM
615
Ferguson Wellman Capital Management
Oregon
$1.03M – – –
PP
616
Pegasus Partners
Wisconsin
$1.01M +$103K +618 +12%
VWM
617
Venturi Wealth Management
Texas
$1.01M -$62.3K -375 -6%
SF
618
Summit Financial
New Jersey
$998K +$300K +1,803 +46%
BCM
619
Bayesian Capital Management
New York
$996K -$1.06M -6,370 -53%
OPS
620
Orion Portfolio Solutions
Nebraska
$987K +$115K +691 +14%
DGAM
621
Desjardins Global Asset Management
Quebec, Canada
$987K +$944K +5,680 New
MSAM
622
Moloney Securities Asset Management
Missouri
$984K -$66.1K -398 -7%
HBT
623
Heartland Bank & Trust
Illinois
$983K +$14.6K +88 +2%
ACP
624
Ashfield Capital Partners
California
$977K +$33.2K +200 +4%
WA
625
Wealth Alliance
New York
$951K +$4.49K +27 +0.5%
23 24
25
26 27