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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Aries Wealth Management
Maine
$710K -$748 -4 -0.1%
IAA
852
Independent Advisor Alliance
North Carolina
$707K -$181K -966 -20%
V
853
VeraBank
Texas
$707K -$25.2K -135 -3%
SFS
854
Sowell Financial Services
Arkansas
$706K -$125K -668 -15%
SGI
855
Summit Global Investments
Utah
$705K -$1.43M -7,626 -67%
MGIA
856
Matthew Goff Investment Advisor
Texas
$696K -$2.24K -12 -0.3%
PWPS
857
Pinnacle Wealth Planning Services
Ohio
$693K +$17.6K +94 +3%
MCM
858
Manchester Capital Management
Vermont
$687K +$8.41K +45 +1%
PA
859
Persium Advisors
Georgia
$686K +$691K +3,697 New
ACM
860
Allred Capital Management
Texas
$680K -$8.6K -46 -1%
RIL
861
Rothschild Investment LLC
Illinois
$679K +$291K +1,557 +74%
GFP
862
Gryphon Financial Partners
Ohio
$677K +$83.4K +446 +14%
FB
863
Fulton Bank
Pennsylvania
$677K +$70.5K +377 +12%
ACM
864
Advance Capital Management
Michigan
$676K +$935 +5 +0.1%
SRWM
865
Shira Ridge Wealth Management
California
$675K -$5.23K -28 -0.8%
DIM
866
Delta Investment Management
California
$672K +$22.2K +119 +3%
WBC
867
Westpac Banking Corp
Australia
$670K – – –
VIP
868
Vista Investment Partners
Oklahoma
$668K – – –
KCM
869
Kathmere Capital Management
Pennsylvania
$657K -$308K -1,647 -32%
LWAM
870
Legacy Wealth Asset Management
Minnesota
$657K -$16.8K -90 -2%
SOAM
871
SBI Okasan Asset Management
Japan
$657K +$654K +3,500 New
SL
872
SWMG LLC
Texas
$656K -$106K -567 -14%
CT
873
Caldwell Trust
Florida
$655K -$74K -396 -10%
QI
874
Qtron Investments
Massachusetts
$654K -$34K -182 -5%
LFM
875
LGT Fund Management
Liechtenstein
$652K -$147K -784 -18%
33 34
35
36 37