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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
I
801
InceptionR
California
$646K +$647K +3,873 New
SA
802
Sylvest Advisors
Texas
$644K +$30.1K +180 +5%
KWA
803
Kondo Wealth Advisors
California
$644K -$5.52K -33 -0.8%
BWM
804
Buckley Wealth Management
Nevada
$642K +$22.2K +133 +4%
SLI
805
Sumitomo Life Insurance
Japan
$637K -$12.4K -74 -2%
JSSH
806
J. Safra Sarasin Holding
$633K
JHP
807
James Hambro & Partners
United Kingdom
$632K -$10.4K -62 -2%
GAM
808
Groupama Asset Management
France
$628K
MGIA
809
Matthew Goff Investment Advisor
Texas
$625K
BA
810
Blueline Advisors
New Hampshire
$622K +$624K +3,735 New
7WCP
811
71 West Capital Partners
Massachusetts
$620K +$107K +641 +21%
AWM
812
Aries Wealth Management
Maine
$619K
MA
813
Mutual Advisors
Nebraska
$615K -$64.4K -385 -9%
MCM
814
Manchester Capital Management
Vermont
$611K +$4.18K +25 +0.7%
Empower Advisory Group
815
Empower Advisory Group
Colorado
$611K +$3.85K +23 +0.6%
WAM
816
Weiss Asset Management
Massachusetts
$606K +$608K +3,635 New
LWAM
817
Legacy Wealth Asset Management
Minnesota
$605K -$1.5K -9 -0.2%
SIA
818
Soltis Investment Advisors
Utah
$603K -$65.2K -390 -10%
LIM
819
Loudon Investment Management
New Hampshire
$600K
VIP
820
Vista Investment Partners
Oklahoma
$600K
TCBWMS
821
Texas Capital Bank Wealth Management Services
Texas
$598K -$181K -1,082 -23%
IAN
822
Integrated Advisors Network
Texas
$595K -$101K -604 -14%
NW
823
NewEdge Wealth
Pennsylvania
$593K +$113K +678 +24%
EHAM
824
Eagle Harbor Asset Management
Washington
$590K +$253K +1,511 +74%
CT
825
Caldwell Trust
Florida
$589K