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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
801
Western Wealth Management
Colorado
$957K +$64.8K +287 +7%
AUB
802
Atlantic Union Bankshares
Virginia
$953K +$67.7K +300 +7%
SMA
803
Sage Mountain Advisors
Georgia
$951K +$3.16K +14 +0.3%
TTIC
804
Tower Trust & Investment Company
Iowa
$948K -$10.2K -45 -1%
FFA
805
Farther Finance Advisors
California
$940K +$86.9K +385 +10%
CCG
806
Ceeto Capital Group
Florida
$940K – – –
GAG
807
GM Advisory Group
New York
$921K +$29.8K +132 +3%
CA
808
Continuum Advisory
Idaho
$919K +$611K +2,707 +181%
FFO
809
Fiduciary Family Office
Florida
$918K -$32.5K -144 -3%
FIA
810
Foundations Investment Advisors
Arizona
$917K -$4.51K -20 -0.5%
RF
811
Rossby Financial
Florida
$907K +$52.1K +231 +6%
V
812
VeraBank
Texas
$906K +$89.4K +396 +11%
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
$900K +$42.9K +190 +5%
CBA
814
Coastal Bridge Advisors
Connecticut
$894K +$1.58K +7 +0.2%
LI
815
Louisbourg Investments
New Brunswick, Canada
$894K -$610K -2,700 -33%
ANTB
816
AMG National Trust Bank
Colorado
$889K +$5.64K +25 +0.6%
WWA
817
Wingate Wealth Advisors
Massachusetts
$879K – – –
MT
818
Midwest Trust
Kansas
$878K +$907K +4,016 New
WA
819
Waverly Advisors
Alabama
$878K -$53.3K -236 -6%
NP
820
Nilsine Partners
Colorado
$876K -$37.3K -165 -4%
TPA
821
Trivium Point Advisory
Connecticut
$870K -$48.1K -213 -5%
KWA
822
Kondo Wealth Advisors
California
$866K +$226 +1 +0%
AWM
823
AE Wealth Management
Kansas
$866K +$101K +446 +13%
SWA
824
SFMG Wealth Advisors
Texas
$864K -$19K -84 -2%
EIM
825
Essex Investment Management
Massachusetts
$860K – – –
31 32
33
34 35