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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DEA
601
DoubleLine ETF Adviser
Florida
$1.45M +$88.9K +464 +6%
BCV
602
Banque Cantonale Vaudoise
Switzerland
$1.43M +$80.5K +420 +6%
BA
603
Bellwether Advisors
Nebraska
$1.42M +$1.43M +7,466 New
TW
604
TrinityPoint Wealth
Connecticut
$1.42M +$383 +2 +0%
CA
605
Clearstead Advisors
Ohio
$1.41M -$1.15K -6 -0.1%
DADC
606
D.A. Davidson & Co
Montana
$1.4M -$14K -73 -1%
CCM
607
Coldstream Capital Management
Washington
$1.4M -$8.05K -42 -0.6%
SF
608
Summit Financial
New Jersey
$1.39M -$31.4K -164 -2%
TSW
609
Thompson Siegel & Walmsley
Virginia
$1.39M +$1.92K +10 +0.1%
DI
610
DFPG Investments
Utah
$1.38M -$213K -1,109 -14%
CS
611
Comerica Securities
Michigan
$1.38M -$188K -981 -12%
TI
612
Tidal Investments
Wisconsin
$1.37M +$71.9K +375 +6%
BP
613
Ballentine Partners
Massachusetts
$1.37M +$288K +1,504 +26%
RFP
614
RCS Financial Planning
Maryland
$1.36M +$192 +1 +0%
FMAEN1
615
Fund Management at Engine No 1
California
$1.34M +$120K +624 +10%
AC
616
AXQ Capital
New Jersey
$1.31M +$1.32M +6,900 New
WI
617
Wintrust Investments
Illinois
$1.3M -$78.6K -410 -6%
AT
618
Arden Trust
Delaware
$1.3M -$44.5K -232 -3%
SC
619
Syon Capital
California
$1.28M +$1.29M +6,749 New
ST
620
Smithfield Trust
Pennsylvania
$1.27M +$5.56K +29 +0.4%
WPC
621
Wedmont Private Capital
Pennsylvania
$1.26M +$144K +750 +13%
PA
622
Pinnacle Associates
New York
$1.24M -$13K -68 -1%
EWM
623
Elmwood Wealth Management
California
$1.24M +$5.17K +27 +0.4%
EIA
624
Edgemoor Investment Advisors
Maryland
$1.24M – – –
GF
625
Gries Financial
Ohio
$1.23M +$66.7K +348 +6%
23 24
25
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