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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
SignatureFD
Georgia
$2.14M +$91.7K +413 +4%
DWA
602
Delap Wealth Advisory
Oregon
$2.14M -$23.3K -105 -1%
CCG
603
Chatham Capital Group
Georgia
$2.12M -$22.2K -100 -1%
FRA
604
Front Row Advisors
California
$2.1M -$28.6K -129 -1%
PWM
605
Perigon Wealth Management
California
$2.1M +$847K +3,815 +68%
BCWM
606
Bartlett & Co Wealth Management
Ohio
$2.09M -$888 -4 -0%
VT
607
Vise Technologies
New York
$2.09M -$127K -572 -6%
GC
608
Grimes & Company
Massachusetts
$2.08M +$5.55K +25 +0.3%
UF
609
Univest Financial
Pennsylvania
$2.08M +$2.06M +9,302 New
RWM
610
Ritholtz Wealth Management
New York
$2.06M +$66.8K +301 +3%
CSPAM
611
Cary Street Partners Asset Management
Virginia
$2.06M -$57.9K -261 -3%
BP
612
Ballentine Partners
Massachusetts
$2.05M +$131K +591 +7%
NC
613
Northcape Capital
Australia
$2.05M -$1.9M -8,566 -48%
QCG
614
Quadrant Capital Group
Ohio
$2.05M -$24K -108 -1%
MGIA
615
Moneta Group Investment Advisors
Missouri
$2.01M +$9.54K +43 +0.5%
MFG
616
Merit Financial Group
Georgia
$1.99M -$671K -3,022 -25%
BTWM
617
Brass Tax Wealth Management
Ohio
$1.95M +$1.4M +6,309 +258%
SC
618
Savant Capital
Illinois
$1.95M +$206K +928 +12%
CC
619
Centiva Capital
New York
$1.94M +$1.93M +8,694 New
RWB
620
RMR Wealth Builders
New Jersey
$1.94M +$222 +1 +0%
WSFS
621
Wilmington Savings Fund Society
Delaware
$1.93M +$1.29M +5,799 +204%
BAM
622
Belpointe Asset Management
Nevada
$1.92M -$300K -1,350 -14%
AWS
623
Atria Wealth Solutions
New York
$1.91M -$60.6K -273 -3%
KIA
624
Knollwood Investment Advisory
Maryland
$1.88M – – –
AIC
625
Anthracite Investment Company
Texas
$1.88M – – –
23 24
25
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