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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
701
AIA Group
Hong Kong
$708K -$112K -675 -14%
CI
702
Conning Inc
Connecticut
$701K -$80.1K -481 -10%
SIA
703
Schechter Investment Advisors
Michigan
$700K +$53K +318 +8%
FCI
704
Financial Counselors Inc
Kansas
$699K -$19.8K -119 -3%
ML
705
McAdam LLC
Pennsylvania
$689K +$37.5K +225 +6%
FRM
706
Fox Run Management
Connecticut
$687K +$687K +4,124 New
AUB
707
Atlantic Union Bankshares
Virginia
$671K – – –
SFO
708
Stokes Family Office
Louisiana
$670K -$159K -954 -19%
WWM
709
Western Wealth Management
Colorado
$669K -$10.7K -64 -2%
BPC
710
Banque Pictet & Cie
Switzerland
$666K -$24.8K -149 -4%
PA
711
Procyon Advisors
Connecticut
$664K +$45.1K +271 +7%
MGIA
712
Matthew Goff Investment Advisor
Texas
$656K – – –
DWM
713
Dakota Wealth Management
Florida
$656K +$80.8K +485 +14%
CCM
714
CTC Capital Management
Illinois
$645K +$645K +3,870 New
AWA
715
Amplius Wealth Advisors
Pennsylvania
$644K -$90.6K -544 -12%
FCP
716
Fidelis Capital Partners
Florida
$643K +$597K +3,586 New
KC
717
Kenfarb & Co
Kentucky
$642K -$30K -180 -4%
WCA
718
Waypoint Capital Advisors
Minnesota
$642K -$3.17K -19 -0.5%
AC
719
ASB Consultores
Florida
$636K +$187K +1,120 +41%
BSW
720
Buckingham Strategic Wealth
Missouri
$634K – – –
CFB
721
Cullen/Frost Bankers
Texas
$631K -$22.5K -135 -3%
V
722
VeraBank
Texas
$631K -$53.8K -323 -8%
HCM
723
Hutchinson Capital Management
California
$623K +$500 +3 +0.1%
FB
724
Fulton Bank
Pennsylvania
$622K +$15.5K +93 +3%
WJWM
725
Williams Jones Wealth Management
New York
$620K – – –
27 28
29
30 31