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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
626
Front Row Advisors
California
$1.86M – – –
CA
627
Clearstead Advisors
Ohio
$1.84M +$217K +1,057 +13%
TE
628
Tema ETFs
New York
$1.84M +$1.88M +9,141 New
RWB
629
RMR Wealth Builders
New Jersey
$1.83M -$76.7K -373 -4%
SWM
630
Spire Wealth Management
Virginia
$1.81M +$1.2M +5,852 +186%
SC
631
Syon Capital
California
$1.81M +$113K +550 +7%
TAM
632
Tealwood Asset Management
Minnesota
$1.79M -$77.3K -376 -4%
GT
633
Greenleaf Trust
Michigan
$1.78M -$138K -671 -7%
IA
634
IAM Advisory
Pennsylvania
$1.78M +$47.9K +233 +3%
FBB
635
Fulton Breakefield Broenniman
Maryland
$1.78M -$11.7M -56,878 -87%
GC
636
Grimes & Company
Massachusetts
$1.77M -$5.14K -25 -0.3%
BAM
637
Belpointe Asset Management
Nevada
$1.75M +$820K +3,987 +85%
MK
638
MASTERINVEST Kapitalanlage
$1.74M -$72.8K -354 -4%
BTWM
639
Brass Tax Wealth Management
Ohio
$1.73M +$1.23K +6 +0.1%
ICP
640
Impact Capital Partners
Colorado
$1.73M +$44K +214 +3%
MWM
641
Mission Wealth Management
California
$1.72M -$19.3K -94 -1%
SAM
642
Smartleaf Asset Management
Massachusetts
$1.71M +$447K +2,174 +34%
PBT
643
Pictet Bank & Trust
Bahamas
$1.69M – – –
EWM
644
Empirical Wealth Management
Washington
$1.69M +$36.6K +178 +2%
DWA
645
Delap Wealth Advisory
Oregon
$1.68M -$251K -1,222 -13%
PS
646
Pensionfund Sabic
Netherlands
$1.67M – – –
FCBT
647
First Citizens Bank & Trust
North Carolina
$1.67M -$545K -2,649 -24%
PGAM
648
Princeton Global Asset Management
New Jersey
$1.66M -$272K -1,321 -14%
MCM
649
MAI Capital Management
Ohio
$1.66M +$2.06K +10 +0.1%
DBIA
650
Dumont & Blake Investment Advisors
New Jersey
$1.65M -$12.1K -59 -0.7%
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