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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
826
TrinityPoint Wealth
Connecticut
$819K -$2.66K -12 -0.3%
ANTB
827
AMG National Trust Bank
Colorado
$818K – – –
MPWT
828
MassMutual Private Wealth & Trust
Connecticut
$808K +$237K +1,070 +39%
FB
829
Fulton Bank
Pennsylvania
$805K -$17.3K -78 -2%
QWP
830
Quotient Wealth Partners
Texas
$798K -$49.3K -222 -6%
MGIA
831
Matthew Goff Investment Advisor
Texas
$796K – – –
V
832
VeraBank
Texas
$795K -$6.66K -30 -0.8%
WPIC
833
White Pine Investment Company
Michigan
$795K -$14.4K -65 -2%
NC
834
Napatree Capital
Rhode Island
$794K +$29.9K +135 +4%
WJWM
835
Williams Jones Wealth Management
New York
$791K – – –
SI
836
Stephens Inc
Arkansas
$791K -$31.7K -143 -4%
SRWM
837
Shira Ridge Wealth Management
California
$790K +$4.88K +22 +0.6%
MTIC
838
Missouri Trust & Investment Company
Missouri
$790K -$32.8K -148 -4%
HCM
839
Hutchinson Capital Management
California
$780K – – –
PCS
840
Personal CFO Solutions
New Jersey
$778K -$51.5K -232 -6%
ATS
841
Ashton Thomas Securities
New York
$771K +$680K +3,065 +544%
CT
842
Caldwell Trust
Florida
$768K -$11.1K -50 -1%
OAM
843
Oxford Asset Management
United Kingdom
$768K +$434K +1,957 +118%
VIP
844
Vista Investment Partners
Oklahoma
$765K – – –
FRA
845
Frank Rimerman Advisors
California
$763K -$887 -4 -0.1%
DWM
846
Dakota Wealth Management
Florida
$763K -$42.8K -193 -5%
EWA
847
EP Wealth Advisors
California
$761K +$76.1K +343 +11%
AFP
848
Ausdal Financial Partners
Iowa
$758K +$444 +2 +0.1%
LWCFA
849
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$758K -$84.3K -380 -10%
FFS
850
Founders Financial Securities
Maryland
$756K +$39K +176 +5%
32 33
34
35 36