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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
676
Leonteq Securities AG
Switzerland
$391K -$158K -1,375 -30%
CCM
677
Coldstream Capital Management
Washington
$390K -$6.45K -56 -2%
RW
678
REDW Wealth
New Mexico
$389K – – –
WCM
679
Weld Capital Management
New York
$389K +$367K +3,190 New
DWT
680
Dorsey & Whitney Trust
South Dakota
$387K +$37.3K +324 +11%
CIM
681
Contravisory Investment Management
Massachusetts
$385K – – –
SWM
682
Stockman Wealth Management
Montana
$382K -$6.91K -60 -2%
CG
683
Caprock Group
Idaho
$381K +$34.2K +297 +10%
LSAG
684
Lake Street Advisors Group
New Hampshire
$380K +$15.3K +133 +4%
FB
685
Fulton Bank
Pennsylvania
$377K -$117K -1,020 -25%
DWM
686
Defined Wealth Management
Oregon
$377K – – –
WFPG
687
Waller Financial Planning Group
Ohio
$370K +$1.38K +12 +0.4%
HI
688
Horizon Investments
North Carolina
$369K +$349K +3,032 New
APA
689
American Portfolios Advisors
New York
$368K +$8.64K +75 +3%
ARMT
690
Amica Retiree Medical Trust
Rhode Island
$366K -$115K -999 -25%
CAI
691
Capital Advisors Inc
Oklahoma
$366K – – –
GTCM
692
Gyon Technologies Capital Management
New Jersey
$366K +$347K +3,009 New
HB
693
Homrich & Berg
Georgia
$365K -$35.2K -306 -9%
AWE
694
Avidian Wealth Enterprises
Texas
$363K -$12.9K -112 -4%
PI
695
Putnam Investments
Massachusetts
$355K -$414K -3,598 -55%
BG
696
Bollard Group
Massachusetts
$354K – – –
IDBONY
697
Israel Discount Bank of New York
New York
$348K -$44.9K -390 -12%
ACP
698
Arcus Capital Partners
Georgia
$341K +$43.8K +380 +16%
JPG
699
Jordan Park Group
California
$341K +$323K +2,803 New
RT
700
Rockland Trust
Massachusetts
$335K -$4.61K -40 -1%
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