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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
776
Financial Advocates Investment Management
Washington
$860K +$123K +600 +17%
CT
777
Caldwell Trust
Florida
$854K +$119K +580 +17%
TSMHT
778
Thurston Springer Miller Herd & Titak
Indiana
$853K +$831K +4,047 New
QCM
779
Qsemble Capital Management
New York
$852K +$831K +4,045 New
GAG
780
GM Advisory Group
New York
$851K -$4.52K -22 -0.5%
AUB
781
Atlantic Union Bankshares
Virginia
$849K – – –
QWP
782
Quotient Wealth Partners
Texas
$848K +$371K +1,804 +81%
NAMNJ
783
NorthStar Asset Management (New Jersey)
New Jersey
$842K +$81.1K +395 +11%
SAM
784
Smartleaf Asset Management
Massachusetts
$841K +$152K +741 +23%
PCS
785
Personal CFO Solutions
New Jersey
$840K -$270K -1,314 -25%
NBT
786
Northwest Bank & Trust
Iowa
$832K +$26.9K +131 +3%
SWA
787
SFMG Wealth Advisors
Texas
$831K -$78.1K -380 -9%
BSW
788
Buckingham Strategic Wealth
Missouri
$827K -$26.7K -130 -3%
WCA
789
Waypoint Capital Advisors
Minnesota
$826K +$1.85K +9 +0.2%
LWCFA
790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$824K -$9.65K -47 -1%
BEI
791
Benjamin Edwards Inc
Missouri
$822K +$48.5K +236 +6%
WPIC
792
White Pine Investment Company
Michigan
$822K +$801K +3,900 New
TW
793
TrinityPoint Wealth
Connecticut
$817K +$822 +4 +0.1%
JSW
794
Journey Strategic Wealth
New Jersey
$817K +$232K +1,130 +41%
PCIA
795
Prime Capital Investment Advisors
Kansas
$813K +$1.23K +6 +0.2%
FB
796
Fulton Bank
Pennsylvania
$809K -$70.3K -342 -8%
DWM
797
Dakota Wealth Management
Florida
$807K -$21K -102 -3%
TCBWMS
798
Texas Capital Bank Wealth Management Services
Texas
$802K -$37.6K -183 -5%
CGL
799
Clarius Group LLC
Washington
$800K -$18.5K -90 -2%
V
800
VeraBank
Texas
$795K -$3.08K -15 -0.4%
30 31
32
33 34