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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
626
Caprock Group
Idaho
$988K +$56.6K +346 +6%
DDC
627
DF Dent & Co
Maryland
$987K +$181K +1,108 +23%
FWCM
628
Ferguson Wellman Capital Management
Oregon
$979K – – –
WPA
629
West Paces Advisors
Georgia
$976K -$6.38K -39 -0.7%
CA
630
Cetera Advisors
Colorado
$967K +$532K +3,254 +126%
PA
631
Parallel Advisors
California
$961K +$37.6K +230 +4%
SIA
632
SkyView Investment Advisors
New Jersey
$957K -$26.2K -160 -3%
GIA
633
Gladstone Institutional Advisory
Florida
$955K +$15.4K +94 +2%
BHWM
634
Bar Harbor Wealth Management
New Hampshire
$955K -$8.18K -50 -0.9%
MFGM
635
Marshall Financial Group (Maryland)
Maryland
$951K +$93K +569 +11%
MAS
636
Meeder Advisory Services
Ohio
$951K +$939K +5,745 New
S
637
SimplyRich
California
$945K – – –
BCM
638
Boltwood Capital Management
California
$945K -$12.6K -77 -1%
HWM
639
HB Wealth Management
Georgia
$939K +$185K +1,134 +25%
TAM
640
Trust Asset Management
Texas
$938K – – –
ACM
641
Allred Capital Management
Texas
$937K -$327 -2 -0%
AAS
642
Avantax Advisory Services
Texas
$935K +$332K +2,030 +56%
VWM
643
Venturi Wealth Management
Texas
$932K -$9.48K -58 -1%
PA
644
Profund Advisors
Maryland
$927K +$5.23K +32 +0.6%
SWA
645
SFMG Wealth Advisors
Texas
$918K -$3.43K -21 -0.4%
AWM
646
Aries Wealth Management
Maine
$916K -$61.3K -375 -6%
DA
647
Dover Advisors
Virginia
$915K +$904K +5,530 New
NSB
648
Norway Savings Bank
Maine
$906K +$20.4K +125 +2%
FMAEN1
649
Fund Management at Engine No 1
California
$904K +$108K +662 +14%
TCBWMS
650
Texas Capital Bank Wealth Management Services
Texas
$899K +$272K +1,665 +44%
24 25
26
27 28