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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
801
Fulton Bank
Pennsylvania
$863K +$7.33K +33 +0.9%
SI
802
Stephens Inc
Arkansas
$863K -$143K -645 -14%
TW
803
TrinityPoint Wealth
Connecticut
$862K -$2.66K -12 -0.3%
MTIC
804
Missouri Trust & Investment Company
Missouri
$862K -$59.5K -268 -6%
GI
805
GAMMA Investing
California
$862K +$238K +1,070 +38%
TCBWMS
806
Texas Capital Bank Wealth Management Services
Texas
$862K +$12.2K +55 +1%
ANTB
807
AMG National Trust Bank
Colorado
$859K -$101K -453 -11%
FCA
808
Fortis Capital Advisors
Kansas
$849K -$288K -1,296 -25%
WPIC
809
White Pine Investment Company
Michigan
$849K -$20.9K -94 -2%
ET
810
Entropy Technologies
New York
$849K +$845K +3,805 New
DWM
811
Dakota Wealth Management
Florida
$844K -$9.99K -45 -1%
V
812
VeraBank
Texas
$842K – – –
ML
813
McAdam LLC
Pennsylvania
$842K +$20.2K +91 +2%
LWCFA
814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$838K – – –
MGIA
815
Matthew Goff Investment Advisor
Texas
$836K – – –
WJWM
816
Williams Jones Wealth Management
New York
$831K +$444 +2 +0.1%
PCIA
817
Prime Capital Investment Advisors
Kansas
$831K -$29.1K -131 -3%
GL
818
Graypoint LLC
New York
$829K +$78.8K +355 +11%
RSWM
819
Robertson Stephens Wealth Management
California
$826K -$138K -620 -14%
LSA
820
Leonteq Securities AG
Switzerland
$826K +$462K +2,080 +128%
SRWM
821
Shira Ridge Wealth Management
California
$825K -$1.78K -8 -0.2%
GS
822
GTS Securities
Florida
$824K -$976K -4,399 -54%
LI
823
Louisbourg Investments
New Brunswick, Canada
$824K – – –
SMA
824
Sage Mountain Advisors
Georgia
$819K +$36.2K +163 +5%
HCM
825
Hutchinson Capital Management
California
$819K -$2.44K -11 -0.3%
31 32
33
34 35