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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
776
Quadcap Wealth Management
Texas
$995K -$6.17K -30 -0.6%
CIC
777
Chilton Investment Company
Connecticut
$994K +$348K +1,694 +52%
PWMAG
778
Pinnacle Wealth Management Advisory Group
New Jersey
$991K +$61.3K +298 +6%
TCBWMS
779
Texas Capital Bank Wealth Management Services
Texas
$985K +$44.2K +215 +5%
WI
780
WBI Investments
New Jersey
$984K +$1M +4,882 New
PAS
781
Parsonex Advisory Services
Colorado
$982K +$8.02K +39 +0.8%
AIP
782
Ameritas Investment Partners
Nebraska
$977K -$34.6K -168 -3%
CNBT
783
Canandaigua National Bank & Trust
New York
$975K -$823 -4 -0.1%
DAS
784
Diversify Advisory Services
Utah
$967K -$193K -939 -15%
CSPIA
785
Cary Street Partners Investment Advisory
Virginia
$964K +$179K +870 +22%
IAA
786
Independent Advisor Alliance
North Carolina
$963K -$27.4K -133 -3%
CI
787
Cigna Investments
Connecticut
$960K -$18.5K -90 -2%
FC
788
Fjell Capital
North Dakota
$958K +$15.6K +76 +2%
FNT
789
First National Trust
Pennsylvania
$949K -$515K -2,504 -35%
CGIM
790
Capital Group Investment Management
Singapore
$948K – – –
BBL
791
Beck Bode LLC
Massachusetts
$945K -$2.67K -13 -0.3%
CFP
792
Cascade Financial Partners
California
$942K – – –
AUB
793
Atlantic Union Bankshares
Virginia
$942K +$64.6K +314 +7%
WA
794
Waverly Advisors
Alabama
$937K +$131K +635 +16%
MPAM
795
Murphy Pohlad Asset Management
Minnesota
$936K – – –
QPWM
796
Quadrant Private Wealth Management
Pennsylvania
$936K +$18.3K +89 +2%
BHWM
797
Bar Harbor Wealth Management
New Hampshire
$931K -$58K -282 -6%
AFP
798
Ausdal Financial Partners
Iowa
$928K +$188K +913 +25%
VWM
799
Venturi Wealth Management
Texas
$928K -$542K -2,637 -36%
BA
800
Bridgewater Advisors
New York
$916K +$9.26K +45 +0.9%
30 31
32
33 34