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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
776
Atlas Capital Advisors
Wyoming
$236K -$3.69K -32 -2%
AC
777
Athanor Capital
New York
$236K -$766K -6,647 -77%
MGIM
778
M&G Investment Management
United Kingdom
$236K -$69.8K -606 -24%
PP
779
Patron Partners
Texas
$235K -$30.1K -261 -12%
PLFAM
780
Pineno Levin & Ford Asset Management
Virginia
$235K – – –
TI
781
tru Independence
Oregon
$232K -$39.6K -344 -15%
PA
782
Procyon Advisors
Connecticut
$231K -$14.1K -122 -6%
CFG
783
CKW Financial Group
Hawaii
$231K – – –
PCM
784
Parsons Capital Management
Rhode Island
$231K – – –
IC
785
Inscription Capital
Texas
$230K -$15.8K -137 -7%
BDWM
786
Brewin Dolphin Wealth Management
Ireland
$230K -$8.64K -75 -4%
APW
787
Acima Private Wealth
Virginia
$229K – – –
SPC
788
Sigma Planning Corp
Michigan
$229K +$3.46K +30 +2%
CGA
789
Crescent Grove Advisors
Illinois
$229K +$216K +1,877 New
SIA
790
SkyView Investment Advisors
New Jersey
$226K +$200K +1,735 +1,366%
SWM
791
Spire Wealth Management
Virginia
$225K +$213K +1,853 New
GL
792
Graypoint LLC
New York
$224K +$212K +1,837 New
CWP
793
Curated Wealth Partners
California
$223K -$23.5K -204 -10%
MCM
794
Marathon Capital Management
Maryland
$221K -$10.9K -95 -5%
SWA
795
Stratos Wealth Advisors
Ohio
$219K -$81.8K -710 -28%
RMC
796
Resources Management Corp
Connecticut
$219K -$5.76K -50 -3%
LGWM
797
Litman Gregory Wealth Management
California
$219K – – –
SWA
798
SOA Wealth Advisors
New York
$219K +$7.03K +61 +4%
SWM
799
SeaCrest Wealth Management
New York
$219K +$207K +1,797 New
SIC
800
Samalin Investment Counsel
New York
$219K +$208K +1,803 New
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