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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
676
TCTC Holdings
Texas
$1.46M – – –
SBFM
677
S-Bank Fund Management
Finland
$1.45M -$19.3K -94 -1%
WPC
678
Wedmont Private Capital
Pennsylvania
$1.43M -$151K -734 -9%
GF
679
Gries Financial
Ohio
$1.42M +$92.3K +449 +7%
SFA
680
Souders Financial Advisors
Ohio
$1.42M -$94.2K -458 -6%
ML
681
McAdam LLC
Pennsylvania
$1.41M -$291K -1,414 -17%
JSW
682
Journey Strategic Wealth
New Jersey
$1.4M -$15.8K -77 -1%
WF
683
Welch & Forbes
Massachusetts
$1.4M -$97.7K -475 -6%
VCM
684
Voleon Capital Management
California
$1.4M -$92.3K -449 -6%
RFP
685
RCS Financial Planning
Maryland
$1.39M -$206 -1 -0%
RWP
686
RWA Wealth Partners
Massachusetts
$1.39M -$264K -1,285 -16%
UAML
687
US Asset Management LLC
Pennsylvania
$1.38M – – –
WSFS
688
Wilmington Savings Fund Society
Delaware
$1.38M -$696K -3,384 -33%
DFCM
689
Dark Forest Capital Management
Puerto Rico
$1.37M +$1.4M +6,802 New
RZH
690
Relyea Zuckerberg Hanson
Connecticut
$1.36M -$136K -663 -9%
CNC
691
Citizens & Northern Corp
Pennsylvania
$1.36M +$4.73K +23 +0.3%
PA
692
Profund Advisors
Maryland
$1.36M +$123K +596 +10%
BHPW
693
Beverly Hills Private Wealth
California
$1.35M -$46.5K -226 -3%
BWAM
694
Boyd Watterson Asset Management
Ohio
$1.35M +$13.6K +66 +1%
VVP
695
Venture Visionary Partners
Ohio
$1.35M +$4.73K +23 +0.3%
SW
696
Simplicity Wealth
New Jersey
$1.34M -$1.43M -6,976 -51%
FFA
697
Farther Finance Advisors
California
$1.34M +$484K +2,354 +55%
SC
698
Stance Capital
Massachusetts
$1.33M +$131K +637 +11%
ST
699
Smithfield Trust
Pennsylvania
$1.33M – – –
UBG
700
United Bank (Georgia)
Georgia
$1.31M +$38K +185 +3%
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