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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
701
Global Retirement Partners
California
$897K +$4.98K +26 +0.6%
VT
702
Vise Technologies
New York
$893K +$168K +878 +23%
IAN
703
Integrated Advisors Network
Texas
$891K +$12.8K +67 +1%
OC
704
Oppenheimer & Co
New York
$889K -$10.7K -56 -1%
CIA
705
Capital Investment Advisors
Georgia
$884K +$890K +4,643 New
SA
706
SRN Advisors
Pennsylvania
$882K +$16.9K +88 +2%
SP
707
Symmetry Partners
Connecticut
$875K – – –
TCBWMS
708
Texas Capital Bank Wealth Management Services
Texas
$873K +$49.4K +258 +6%
BHWM
709
Bar Harbor Wealth Management
New Hampshire
$870K -$27.2K -142 -3%
JWM
710
JGP Wealth Management
Oregon
$867K -$9.97K -52 -1%
MOS
711
MGO One Seven
Ohio
$865K -$41.4K -216 -5%
LCWP
712
Legacy Capital Wealth Partners
Arkansas
$859K +$866K +4,516 New
SIA
713
Schechter Investment Advisors
Michigan
$844K +$6.9K +36 +0.8%
QPWM
714
Quadrant Private Wealth Management
Pennsylvania
$844K – – –
SL
715
Sonnipe Ltd
Isle Of Man
$841K -$38.9K -203 -4%
FB
716
Fulton Bank
Pennsylvania
$841K +$84.5K +441 +11%
WFI
717
West Family Investments
California
$833K – – –
VSQM
718
V-Square Quantitative Management
Illinois
$821K +$257K +1,342 +45%
VI
719
Versor Investments
New York
$819K +$825K +4,303 New
PCS
720
Personal CFO Solutions
New Jersey
$800K +$555K +2,898 +222%
MSAM
721
Moloney Securities Asset Management
Missouri
$797K +$802K +4,187 New
DFCM
722
Dark Forest Capital Management
Puerto Rico
$796K +$802K +4,182 New
AWA
723
Amplius Wealth Advisors
Pennsylvania
$792K +$57.7K +301 +8%
FCP
724
Fidelis Capital Partners
Florida
$791K +$38.5K +201 +5%
EWA
725
EverSource Wealth Advisors
Alabama
$780K -$14.8K -77 -2%
27 28
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30 31