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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
826
Mutual Advisors
Nebraska
$832K +$152K +738 +20%
GIC
827
Generali Investments CEE
Czech Republic
$832K -$192K -933 -18%
BCM
828
Bayesian Capital Management
New York
$826K +$843K +4,100 New
AA
829
Armis Advisers
Georgia
$821K -$80.8K -393 -8%
WWA
830
Wingate Wealth Advisors
Massachusetts
$814K +$3.7K +18 +0.4%
MAM
831
MMA Asset Management
Pennsylvania
$809K +$23.2K +113 +3%
JHP
832
James Hambro & Partners
United Kingdom
$797K +$335K +1,627 +70%
NG
833
Novem Group
New York
$796K +$38.5K +187 +5%
SWA
834
SFMG Wealth Advisors
Texas
$796K -$206 -1 -0%
V
835
VeraBank
Texas
$795K -$41.1K -200 -5%
CBA
836
Coastal Bridge Advisors
Connecticut
$794K -$31.5K -153 -4%
EIM
837
Essex Investment Management
Massachusetts
$793K – – –
KWA
838
Kondo Wealth Advisors
California
$792K -$9.05K -44 -1%
CT
839
Caldwell Trust
Florida
$791K +$64K +311 +9%
ANTB
840
AMG National Trust Bank
Colorado
$790K -$30K -146 -4%
TI
841
TrueMark Investments
Illinois
$788K +$424K +2,060 +111%
PGWM
842
Parisi Gray Wealth Management
New Jersey
$782K – – –
LA
843
Legacy Advisors
Pennsylvania
$776K +$792K +3,851 New
SL
844
SWMG LLC
Texas
$774K +$219K +1,064 +35%
AWM
845
Aries Wealth Management
Maine
$772K -$823 -4 -0.1%
M
846
MATAURO
New York
$767K -$191K -930 -20%
HCM
847
Howard Capital Management
Georgia
$764K +$21.4K +104 +3%
EH
848
Equitable Holdings
New York
$763K +$59.9K +291 +8%
LFAS
849
Level Four Advisory Services
Texas
$762K +$61.9K +301 +9%
SMA
850
Sage Mountain Advisors
Georgia
$760K -$118K -576 -13%
32 33
34
35 36