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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
B
901
Bailard
California
$265K – – –
DA
902
Dillon & Associates
Michigan
$260K -$3.15K -20 -1%
CWM
903
Curi Wealth Management
North Carolina
$260K +$70.6K +448 +41%
PP
904
PFS Partners
New Jersey
$257K -$788 -5 -0.3%
SWM
905
Spire Wealth Management
Virginia
$257K -$49.7K -315 -17%
AC
906
Asio Capital
Kentucky
$256K -$31.5K -200 -12%
PP
907
Paloma Partners
Connecticut
$254K +$235K +1,488 New
CCA
908
Childress Capital Advisors
Texas
$252K +$10.6K +67 +5%
FA
909
Fermata Advisors
California
$251K -$39.6K -251 -15%
YIA
910
YHB Investment Advisors
Connecticut
$251K -$7.25K -46 -3%
PP
911
Patron Partners
Texas
$251K -$788 -5 -0.3%
OL
912
Optas LLC
Texas
$250K +$9.3K +59 +4%
QCM
913
Quantinno Capital Management
New York
$250K +$231K +1,467 New
NEPPG
914
New England Professional Planning Group
Rhode Island
$249K – – –
ACM
915
Advisors Capital Management
New Jersey
$249K +$230K +1,462 New
IC
916
Intersect Capital
California
$248K +$230K +1,456 New
TTWM
917
TCV Trust & Wealth Management
Virginia
$247K – – –
CCMG
918
Clark Capital Management Group
Pennsylvania
$246K -$59K -374 -21%
HFG
919
Heron Financial Group
New York
$246K – – –
AWS
920
Atria Wealth Solutions
New York
$246K +$227K +1,442 New
FCBT
921
First Citizens Bank & Trust
North Carolina
$245K +$15.1K +96 +7%
AWM
922
Axxcess Wealth Management
California
$245K +$32K +203 +16%
FF
923
FourThought Financial
Florida
$244K -$4.89K -31 -2%
CT
924
Columbia Trust
Oregon
$241K -$14.2K -90 -6%
VFA
925
Voya Financial Advisors
Connecticut
$240K -$1.42K -9 -0.6%
35 36
37
38 39