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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
676
Smithfield Trust
Pennsylvania
$1.14M -$7.73K -43 -0.6%
LFA
677
Legacy Financial Advisors
Kentucky
$1.13M +$877K +4,879 +294%
ECM
678
Evergreen Capital Management
Washington
$1.13M +$744K +4,138 +174%
AWA
679
Arkadios Wealth Advisors
Georgia
$1.13M -$93.1K -518 -7%
DWM
680
Diversify Wealth Management
Utah
$1.13M +$1.19M +6,618 New
CCG
681
Chatham Capital Group
Georgia
$1.12M -$58.4K -325 -5%
TPCW
682
TD Private Client Wealth
New York
$1.11M +$210K +1,168 +22%
JSW
683
Journey Strategic Wealth
New Jersey
$1.11M +$304K +1,693 +36%
AAS
684
Ameritas Advisory Services
Nebraska
$1.1M -$234K -1,302 -17%
PI
685
PineBridge Investments
New York
$1.1M -$431K -2,395 -27%
CNC
686
Citizens & Northern Corp
Pennsylvania
$1.1M -$30.4K -169 -3%
FISPB
687
Fideuram - Intesa Sanpaolo Private Banking
$1.1M -$725K -4,032 -39%
CWP
688
Concord Wealth Partners
Virginia
$1.09M +$105K +584 +10%
SW
689
Simplicity Wealth
New Jersey
$1.08M +$55.4K +308 +5%
WBC
690
Westpac Banking Corp
Australia
$1.08M +$465K +2,584 +71%
SWP
691
Sagespring Wealth Partners
Tennessee
$1.07M +$219K +1,220 +25%
EB
692
Exchange Bank
California
$1.07M -$1.08K -6 -0.1%
DWP
693
Daymark Wealth Partners
Ohio
$1.06M +$830K +4,619 +305%
FA
694
Faithward Advisors
Pennsylvania
$1.06M +$928K +5,162 +166%
MC
695
Middleton & Co
Massachusetts
$1.06M +$660K +3,673 +150%
VWM
696
Venturi Wealth Management
Texas
$1.06M +$289K +1,607 +36%
WA1
697
Wimmer Associates 1
California
$1.06M +$6.11K +34 +0.6%
GWM
698
Graybill Wealth Management
Illinois
$1.05M – – –
TSW
699
Thompson Siegel & Walmsley
Virginia
$1.05M – – –
DLA
700
Douglas Lane & Associates
New York
$1.05M +$1.08M +6,033 New
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