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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
676
Fifth Third Wealth Advisors
Ohio
$1.75M +$169K +746 +12%
BHPW
677
Beverly Hills Private Wealth
California
$1.74M -$59K -260 -4%
EWM
678
Empirical Wealth Management
Washington
$1.74M +$331K +1,458 +26%
PCM
679
Penserra Capital Management
California
$1.74M +$815K +3,593 +101%
SW
680
Simplicity Wealth
New Jersey
$1.74M +$1.29M +5,703 +400%
BWAM
681
Boyd Watterson Asset Management
Ohio
$1.72M +$111K +490 +7%
M1FG
682
Mach-1 Financial Group
Arkansas
$1.72M +$1.6M +7,057 New
UBG
683
United Bank (Georgia)
Georgia
$1.71M +$48.1K +212 +3%
NSB
684
Norway Savings Bank
Maine
$1.7M -$40.8K -180 -3%
SAM
685
Smartleaf Asset Management
Massachusetts
$1.69M +$109K +481 +7%
GF
686
Gries Financial
Ohio
$1.69M +$56.5K +249 +4%
AWS
687
Atria Wealth Solutions
New York
$1.69M -$476K -2,096 -23%
RFP
688
RCS Financial Planning
Maryland
$1.68M – – –
AFS
689
Access Financial Services
Minnesota
$1.68M +$253K +1,114 +19%
UAML
690
US Asset Management LLC
Pennsylvania
$1.67M +$291K +1,284 +23%
PA
691
Profund Advisors
Maryland
$1.67M -$80.3K -354 -5%
DLA
692
Douglas Lane & Associates
New York
$1.66M -$45.1K -199 -3%
LI
693
LMCG Investments
Massachusetts
$1.65M +$69K +304 +5%
ATPW
694
Ashton Thomas Private Wealth
Arizona
$1.64M +$152K +669 +11%
ST
695
Smithfield Trust
Pennsylvania
$1.63M -$5.45K -24 -0.4%
PGAM
696
Princeton Global Asset Management
New Jersey
$1.63M – – –
BMCM
697
Bryn Mawr Capital Management
Pennsylvania
$1.63M -$41.3K -182 -3%
CAAS
698
Capital Asset Advisory Services
Michigan
$1.61M -$801K -3,530 -35%
SCM
699
Shelton Capital Management
Colorado
$1.59M -$18.6K -82 -1%
NAMNJ
700
NorthStar Asset Management (New Jersey)
New Jersey
$1.59M +$169K +743 +13%
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