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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
676
Westerkirk Capital
$1.15M – – –
EWM
677
Evercore Wealth Management
New York
$1.14M -$201K -1,200 -15%
EFS
678
Essex Financial Services
Connecticut
$1.14M -$151K -904 -12%
ML
679
McAdam LLC
Pennsylvania
$1.13M -$39.1K -234 -3%
UAML
680
US Asset Management LLC
Pennsylvania
$1.13M – – –
WFA
681
WestHill Financial Advisors
California
$1.12M – – –
CCG
682
Ceeto Capital Group
Florida
$1.12M +$284K +1,700 +34%
WANY
683
Wealthspire Advisors (New York)
New York
$1.12M +$668K +3,996 +148%
ST
684
Smithfield Trust
Pennsylvania
$1.1M – – –
WF
685
Welch & Forbes
Massachusetts
$1.09M -$44.8K -268 -4%
GVAG
686
Great Valley Advisor Group
Delaware
$1.07M -$92.8K -555 -8%
VWM
687
Venturi Wealth Management
Texas
$1.07M +$55.3K +331 +5%
MCM
688
Mattern Capital Management
Colorado
$1.07M +$156K +935 +17%
CCG
689
Chatham Capital Group
Georgia
$1.06M -$19.2K -115 -2%
VFA
690
Valeo Financial Advisors
Indiana
$1.05M -$150K -895 -12%
NG
691
Novem Group
New York
$1.05M +$82.4K +493 +9%
BTWM
692
Baker Tilly Wealth Management
Wisconsin
$1.03M +$66.7K +399 +7%
EB
693
Exchange Bank
California
$1.03M – – –
AIM
694
Advyzon Investment Management
Illinois
$1.02M +$157K +937 +18%
CWP
695
Concord Wealth Partners
Virginia
$1.02M -$28.8K -172 -3%
WA1
696
Wimmer Associates 1
California
$1.02M -$334 -2 -0%
TSW
697
Thompson Siegel & Walmsley
Virginia
$1.01M +$3.51K +21 +0.3%
GWM
698
Graybill Wealth Management
Illinois
$1.01M – – –
DLA
699
Douglas Lane & Associates
New York
$1.01M +$2.34K +14 +0.2%
BHC
700
Bull Harbor Capital
Maryland
$1M -$761K -4,550 -43%
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