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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
751
Kathmere Capital Management
Pennsylvania
$1.14M -$80.3K -362 -6%
LWAM
752
Legacy Wealth Asset Management
Minnesota
$1.13M +$7.76K +35 +0.7%
WPA
753
West Paces Advisors
Georgia
$1.12M -$7.32K -33 -0.6%
SWP
754
Sagespring Wealth Partners
Tennessee
$1.12M +$1.16M +5,250 New
AFA
755
AA Financial Advisors
Ohio
$1.1M – – –
AIP
756
Ameritas Investment Partners
Nebraska
$1.09M -$43.3K -195 -4%
1M
757
1248 Management
Missouri
$1.08M +$1.13M +5,107 New
BWS
758
Broadway Wealth Solutions
Texas
$1.08M +$1.13M +5,107 New
MMHP
759
Murphy Middleton Hinkle & Parker
Georgia
$1.08M – – –
GIC
760
Generali Investments CEE
Czech Republic
$1.07M +$1.12M +5,060 New
CNBT
761
Canandaigua National Bank & Trust
New York
$1.07M -$31.3K -141 -3%
CI
762
Cigna Investments
Connecticut
$1.07M -$6.43K -29 -0.6%
EWA
763
EverSource Wealth Advisors
Alabama
$1.07M +$74.3K +335 +7%
NP
764
NorthRock Partners
Minnesota
$1.07M -$358K -1,612 -24%
BCM
765
Boltwood Capital Management
California
$1.06M -$24.2K -109 -2%
SCM
766
Stevens Capital Management
Pennsylvania
$1.05M +$1.1M +4,964 New
IWC
767
Integrated Wealth Concepts
Massachusetts
$1.05M +$100K +453 +10%
HPC
768
HM Payson & Co
Maine
$1.05M -$444 -2 -0%
LSAG
769
Lake Street Advisors Group
New Hampshire
$1.05M +$2.44K +11 +0.2%
BHWM
770
Bar Harbor Wealth Management
New Hampshire
$1.05M -$16.6K -75 -1%
JWM
771
JGP Wealth Management
Oregon
$1.04M +$32.4K +146 +3%
CFB
772
Cullen/Frost Bankers
Texas
$1.04M +$47.7K +215 +5%
WFI
773
West Family Investments
California
$1.04M -$24.8K -112 -2%
MCM
774
Manchester Capital Management
Vermont
$1.03M -$1.33K -6 -0.1%
CWM
775
Connecticut Wealth Management
Connecticut
$1.03M +$52.1K +235 +5%
29 30
31
32 33