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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CGIM
776
Capital Group Investment Management
Singapore
$1.15M – – –
BAM
777
Belpointe Asset Management
Nevada
$1.14M -$1.29M -5,684 -55%
CFP
778
Cascade Financial Partners
California
$1.14M +$2.27K +10 +0.2%
CWM
779
Connecticut Wealth Management
Connecticut
$1.14M -$46.3K -204 -4%
MPAM
780
Murphy Pohlad Asset Management
Minnesota
$1.13M -$19.3K -85 -2%
FC
781
Fjell Capital
North Dakota
$1.13M -$2.95K -13 -0.3%
WG
782
Winton Group
United Kingdom
$1.13M +$656K +2,893 +166%
BCM
783
Boltwood Capital Management
California
$1.13M -$84.9K -374 -7%
QWM
784
Quadcap Wealth Management
Texas
$1.12M -$30.2K -133 -3%
LIM
785
Leavell Investment Management
Alabama
$1.11M -$14.5K -64 -1%
QPWM
786
Quadrant Private Wealth Management
Pennsylvania
$1.11M -$11.8K -52 -1%
PWMAG
787
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M +$10.7K +47 +1%
JSW
788
Journey Strategic Wealth
New Jersey
$1.1M +$32K +141 +3%
BOTPPF
789
Board of the Pension Protection Fund
United Kingdom
$1.1M +$227K +1,000 +29%
1M
790
1248 Management
Missouri
$1.08M -$150K -663 -13%
PWPS
791
Pinnacle Wealth Planning Services
Ohio
$1.08M -$9.53K -42 -0.9%
TCBWMS
792
Texas Capital Bank Wealth Management Services
Texas
$1.08M +$268K +1,181 +36%
CBUSF
793
Construction & Building Unions Superannuation Fund
Australia
$1.07M +$998K +4,400 New
TCOT
794
Trust Company of Toledo
Ohio
$1.07M -$22.9K -101 -2%
IWC
795
Integrated Wealth Concepts
Massachusetts
$1.06M -$136K -599 -12%
FFO
796
Fiduciary Family Office
Florida
$1.06M +$985K +4,341 New
SMA
797
Sage Mountain Advisors
Georgia
$1.06M +$198K +874 +25%
CCG
798
Ceeto Capital Group
Florida
$1.05M +$227K +1,000 +30%
ACM
799
Advance Capital Management
Michigan
$1.05M +$1.81K +8 +0.2%
WA
800
Waverly Advisors
Alabama
$1.04M -$64.9K -286 -6%
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