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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
776
GM Advisory Group
New York
$936K +$35.5K +160 +4%
ACM
777
Allred Capital Management
Texas
$936K -$22K -99 -2%
TCOT
778
Trust Company of Toledo
Ohio
$932K +$113K +508 +14%
FAIM
779
Financial Advocates Investment Management
Washington
$929K +$18.9K +85 +2%
FFA
780
Farther Finance Advisors
California
$925K -$39.7K -179 -4%
DAS
781
Diversify Advisory Services
Utah
$923K -$43.1K -194 -4%
VEA
782
Virtus ETF Advisers
New York
$906K +$902K +4,062 New
SA
783
SRN Advisors
Pennsylvania
$902K -$35.7K -161 -4%
WWM
784
Western Wealth Management
Colorado
$902K -$60.4K -272 -6%
AUB
785
Atlantic Union Bankshares
Virginia
$899K – – –
PAS
786
Point72 Asia (Singapore)
Singapore
$897K +$842K +3,791 +1,634%
NBT
787
Northwest Bank & Trust
Iowa
$897K +$16.4K +74 +2%
AF
788
Allworth Financial
California
$895K +$9.1K +41 +1%
WBC
789
Westpac Banking Corp
Australia
$893K +$50.8K +229 +6%
IA
790
Icon Advisers
Colorado
$892K -$1.66M -7,500 -65%
TPA
791
Trivium Point Advisory
Connecticut
$891K +$119K +535 +16%
NPPM
792
North Point Portfolio Managers
Ohio
$891K +$887K +3,994 New
QWP
793
Quotient Wealth Partners
Texas
$888K -$9.32K -42 -1%
SWA
794
SFMG Wealth Advisors
Texas
$885K +$4.22K +19 +0.5%
WCA
795
Waypoint Capital Advisors
Minnesota
$883K +$7.77K +35 +0.9%
SB
796
Strategic Blueprint
Georgia
$874K +$53.3K +240 +7%
TSMHT
797
Thurston Springer Miller Herd & Titak
Indiana
$868K -$34.2K -154 -4%
PCS
798
Personal CFO Solutions
New Jersey
$868K -$20.6K -93 -2%
BIG
799
Brooklyn Investment Group
New York
$866K +$85.2K +384 +11%
LNB
800
Ledyard National Bank
$866K +$84.4K +380 +11%
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