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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
701
Equitable Trust
Tennessee
$1.31M +$1.33M +6,478 New
NSB
702
Norway Savings Bank
Maine
$1.3M -$94.2K -458 -7%
DLA
703
Douglas Lane & Associates
New York
$1.28M -$85.8K -417 -6%
SAM
704
Shell Asset Management
Netherlands
$1.27M -$470K -2,287 -27%
AWM
705
AE Wealth Management
Kansas
$1.26M +$474K +2,303 +58%
AC
706
Annandale Capital
Texas
$1.26M +$337K +1,639 +36%
GI
707
GAMMA Investing
California
$1.26M -$71.4K -347 -5%
WA1
708
Wimmer Associates 1
California
$1.25M – – –
EB
709
Exchange Bank
California
$1.24M – – –
GWMR
710
GC Wealth Management RIA
Massachusetts
$1.24M +$492K +2,394 +64%
FTWA
711
Fifth Third Wealth Advisors
Ohio
$1.23M -$32.9K -160 -3%
MOS
712
MGO One Seven
Ohio
$1.22M +$468K +2,275 +60%
EC
713
EntryPoint Capital
New York
$1.22M +$806K +3,919 +182%
GWM
714
Graybill Wealth Management
Illinois
$1.22M – – –
TSW
715
Thompson Siegel & Walmsley
Virginia
$1.22M – – –
CTA
716
Chesley Taft & Associates
Illinois
$1.22M -$16.2K -79 -1%
RS
717
R Squared
Hong Kong
$1.22M +$82.1K +399 +7%
CAMV
718
Concord Asset Management (Virginia)
Virginia
$1.22M – – –
CWP
719
Concord Wealth Partners
Virginia
$1.22M – – –
EWA
720
EverSource Wealth Advisors
Alabama
$1.21M +$28.2K +137 +2%
FCP
721
Fidelis Capital Partners
Florida
$1.2M -$57K -277 -4%
LI
722
LMCG Investments
Massachusetts
$1.19M -$35.4K -172 -3%
PA
723
Parallel Advisors
California
$1.19M -$191K -931 -14%
VCA
724
Verdence Capital Advisors
Maryland
$1.19M +$975K +4,739 +298%
CA
725
CSM Advisors
Pennsylvania
$1.18M +$1.21M +5,864 New
27 28
29
30 31