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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
776
Integrated Advisors Network
Texas
$1.03M +$12.9K +58 +1%
SIA
777
SkyView Investment Advisors
New Jersey
$1.03M +$1.07M +4,831 New
HPIA
778
Hamilton Point Investment Advisors
North Carolina
$1.01M +$551K +2,483 +110%
QWM
779
Quadcap Wealth Management
Texas
$1.01M -$16.2K -73 -2%
MPAM
780
Murphy Pohlad Asset Management
Minnesota
$1M – – –
CAG
781
Csenge Advisory Group
Florida
$1M -$22.9K -103 -2%
CGIM
782
Capital Group Investment Management
Singapore
$1,000K +$84.7K +382 +9%
GI
783
GAMMA Investing
California
$999K +$186K +839 +22%
CCA
784
Criterion Capital Advisors
Tennessee
$998K – – –
TSMHT
785
Thurston Springer Miller Herd & Titak
Indiana
$997K +$178K +801 +21%
LCWP
786
Legacy Capital Wealth Partners
Arkansas
$993K +$45.5K +205 +5%
CFP
787
Cascade Financial Partners
California
$991K -$104K -470 -9%
FC
788
Fjell Capital
North Dakota
$989K +$1.03M +4,657 New
NB
789
Nicolet Bankshares
Wisconsin
$988K +$45.5K +205 +5%
IAA
790
Independent Advisor Alliance
North Carolina
$985K +$560K +2,523 +119%
RDWM
791
Red Door Wealth Management
Tennessee
$980K +$17.3K +78 +2%
LIM
792
Leavell Investment Management
Alabama
$979K – – –
QPWM
793
Quadrant Private Wealth Management
Pennsylvania
$975K +$15.8K +71 +2%
BFM
794
Boston Financial Management
Massachusetts
$973K – – –
SWM
795
Spire Wealth Management
Virginia
$969K -$1.61M -7,278 -61%
WA
796
Waverly Advisors
Alabama
$964K +$706K +3,183 +235%
TCOT
797
Trust Company of Toledo
Ohio
$953K +$68.6K +309 +7%
PWMAG
798
Pinnacle Wealth Management Advisory Group
New Jersey
$950K +$5.55K +25 +0.6%
PWPS
799
Pinnacle Wealth Planning Services
Ohio
$949K -$310K -1,397 -24%
OCBCO
800
Oversea-Chinese Banking Corp (OCBC)
Singapore
$948K -$41.9K -189 -4%
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