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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
751
Moloney Securities Asset Management
Missouri
$901K -$13.4K -67 -2%
JWM
752
JGP Wealth Management
Oregon
$892K -$29.1K -146 -3%
SWA
753
SFMG Wealth Advisors
Texas
$891K +$2.79K +14 +0.3%
ACM
754
Advance Capital Management
Michigan
$884K -$1.2K -6 -0.1%
CIA
755
Concurrent Investment Advisors
Florida
$881K +$82.7K +415 +11%
SIA
756
Schechter Investment Advisors
Michigan
$876K +$29.1K +146 +4%
GCA
757
Genesee Capital Advisors
New York
$872K +$843K +4,231 New
SWM
758
Spire Wealth Management
Virginia
$870K -$69.4K -348 -8%
SP
759
Symmetry Partners
Connecticut
$869K – – –
ANTB
760
AMG National Trust Bank
Colorado
$868K +$87.3K +438 +12%
SA
761
SRN Advisors
Pennsylvania
$866K +$40.7K +204 +5%
VI
762
Versor Investments
New York
$865K -$618K -3,103 -42%
RSWM
763
Robertson Stephens Wealth Management
California
$861K +$833K +4,180 New
FB
764
Fulton Bank
Pennsylvania
$861K -$18.9K -95 -2%
WWM
765
Western Wealth Management
Colorado
$861K +$27.3K +137 +3%
WPW
766
Warther Private Wealth
Ohio
$859K +$831K +4,169 New
FCA
767
Fortis Capital Advisors
Kansas
$858K +$614K +3,079 +284%
AC
768
ASB Consultores
Florida
$837K +$563K +2,823 +228%
GAG
769
GM Advisory Group
New York
$836K +$9.37K +47 +1%
BSW
770
Buckingham Strategic Wealth
Missouri
$835K -$23.3K -117 -3%
AUB
771
Atlantic Union Bankshares
Virginia
$830K – – –
WS
772
Wedbush Securities
California
$825K +$401K +2,012 +101%
TCBWMS
773
Texas Capital Bank Wealth Management Services
Texas
$822K -$156K -782 -16%
FCI
774
Financial Counselors Inc
Kansas
$821K +$28.9K +145 +4%
FA
775
Fiducient Advisors
Illinois
$811K -$184K -925 -19%
29 30
31
32 33