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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
751
Turtle Creek Wealth Advisors
Texas
$867K +$27K +150 +3%
CLIP
752
Colter Lewis Investment Partners
Connecticut
$854K +$885K +4,924 New
GC
753
Gilbert & Cook
Iowa
$849K +$1.62K +9 +0.2%
TGAM
754
TBH Global Asset Management
Tennessee
$848K +$92.4K +514 +12%
EWS
755
Evergreen Wealth Solutions
Pennsylvania
$847K +$91K +506 +12%
AWA
756
Aaron Wealth Advisors
Illinois
$839K +$143K +795 +20%
RIA
757
Regal Investment Advisors
Michigan
$838K +$107K +596 +14%
CSPIA
758
Cary Street Partners Investment Advisory
Virginia
$831K -$1.26K -7 -0.1%
EPW
759
Evolve Private Wealth
California
$827K +$340K +1,893 +66%
HPC
760
HM Payson & Co
Maine
$820K – – –
AIP
761
Ameritas Investment Partners
Nebraska
$817K -$7.55K -42 -0.9%
AUB
762
Atlantic Union Bankshares
Virginia
$816K -$3.6K -20 -0.4%
DA
763
Dover Advisors
Virginia
$813K -$483K -2,689 -36%
BBL
764
Beck Bode LLC
Massachusetts
$813K – – –
TCBWMS
765
Texas Capital Bank Wealth Management Services
Texas
$810K +$39.6K +220 +5%
QPWM
766
Quadrant Private Wealth Management
Pennsylvania
$806K +$3.96K +22 +0.5%
MPAM
767
Murphy Pohlad Asset Management
Minnesota
$806K – – –
CI
768
Cigna Investments
Connecticut
$803K -$14.4K -80 -2%
WFI
769
West Family Investments
California
$800K -$11.5K -64 -1%
WSFS
770
Wilmington Savings Fund Society
Delaware
$795K +$49.3K +274 +6%
OC
771
Oppenheimer & Co
New York
$787K -$77.7K -432 -9%
EWM
772
Empirical Wealth Management
Washington
$784K -$389K -2,162 -32%
CFAM
773
Center For Asset Management
Florida
$782K -$7.01K -39 -0.9%
BA
774
Bridgewater Advisors
New York
$775K -$49.8K -277 -5%
MAM
775
MMA Asset Management
Pennsylvania
$774K +$67.8K +377 +9%
29 30
31
32 33