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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
626
West Paces Advisors
Georgia
$988K +$6.5K +39 +0.7%
KWA
627
KCS Wealth Advisory
California
$978K -$129K -774 -12%
SIA
628
SkyView Investment Advisors
New Jersey
$974K +$11K +66 +1%
FWCM
629
Ferguson Wellman Capital Management
Oregon
$972K -$12.5K -75 -1%
MTIC
630
Missouri Trust & Investment Company
Missouri
$971K -$125K -750 -11%
BBL
631
Beck Bode LLC
Massachusetts
$968K +$185K +1,113 +24%
PA
632
Parallel Advisors
California
$958K -$9.99K -60 -1%
TCBWMS
633
Texas Capital Bank Wealth Management Services
Texas
$952K +$46.6K +280 +5%
S
634
SimplyRich
California
$951K – – –
HWM
635
HB Wealth Management
Georgia
$949K +$4.17K +25 +0.4%
CGL
636
Clarius Group LLC
Washington
$948K -$66.5K -399 -7%
BCM
637
Boltwood Capital Management
California
$948K -$3.5K -21 -0.4%
TAM
638
Trust Asset Management
Texas
$946K +$1.83K +11 +0.2%
ACM
639
Allred Capital Management
Texas
$939K -$3.17K -19 -0.3%
DCM
640
Donaldson Capital Management
Indiana
$938K +$160K +959 +21%
DEA
641
DoubleLine ETF Adviser
Florida
$933K -$233K -1,398 -20%
SWA
642
SFMG Wealth Advisors
Texas
$926K +$2.5K +15 +0.3%
CIA
643
Capital Investment Advisors
Georgia
$923K +$30.2K +181 +3%
AWM
644
Aries Wealth Management
Maine
$922K – – –
DA
645
Dover Advisors
Virginia
$921K – – –
DLA
646
Douglas Lane & Associates
New York
$919K -$88.8K -533 -9%
WPC
647
Wedmont Private Capital
Pennsylvania
$916K +$107K +641 +13%
SFI
648
Susquehanna Fundamental Investments
Pennsylvania
$910K -$14.6M -87,778 -94%
BC
649
Bridgefront Capital
Texas
$909K +$909K +5,458 New
NSB
650
Norway Savings Bank
Maine
$906K -$5.83K -35 -0.6%
24 25
26
27 28