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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
701
Quadrant Private Wealth Management
Pennsylvania
$834K – – –
SIA
702
Schechter Investment Advisors
Michigan
$828K +$34.6K +195 +5%
WFI
703
West Family Investments
California
$824K +$8.52K +48 +1%
BWM
704
Buckley Wealth Management
Nevada
$818K +$198K +1,116 +35%
TCBWMS
705
Texas Capital Bank Wealth Management Services
Texas
$814K -$246K -1,385 -24%
SI
706
Stephens Inc
Arkansas
$808K -$1.06K -6 -0.1%
HPC
707
HM Payson & Co
Maine
$807K -$612K -3,450 -45%
EWA
708
EverSource Wealth Advisors
Alabama
$785K -$61.2K -345 -8%
GIA
709
Gateway Investment Advisers
Ohio
$782K -$23.4K -132 -3%
ML
710
McAdam LLC
Pennsylvania
$781K +$3.02K +17 +0.4%
WSFS
711
Wilmington Savings Fund Society
Delaware
$775K +$77.4K +436 +12%
EF
712
Empowered Funds
Pennsylvania
$768K +$289K +1,630 +66%
EST
713
EA Series Trust
Pennsylvania
$768K +$725K +4,083 New
FCI
714
Financial Counselors Inc
Kansas
$765K -$22.2K -125 -3%
DWM
715
Dakota Wealth Management
Florida
$760K +$18.1K +102 +3%
AUB
716
Atlantic Union Bankshares
Virginia
$758K – – –
WWM
717
Western Wealth Management
Colorado
$753K -$2.31K -13 -0.3%
GAG
718
GM Advisory Group
New York
$750K +$707K +3,986 New
PA
719
Procyon Advisors
Connecticut
$748K -$1.95K -11 -0.3%
FB
720
Fulton Bank
Pennsylvania
$748K +$43.1K +243 +7%
BSW
721
Buckingham Strategic Wealth
Missouri
$747K +$24.7K +139 +4%
FCP
722
Fidelis Capital Partners
Florida
$743K +$65.1K +367 +10%
MSCM
723
McElhenny Sheffield Capital Management
Texas
$737K -$122K -685 -15%
MGIA
724
Matthew Goff Investment Advisor
Texas
$732K -$8.7K -49 -1%
WCA
725
Waypoint Capital Advisors
Minnesota
$726K +$1.42K +8 +0.2%
27 28
29
30 31