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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1076
Carret Asset Management
New York
$355K +$2.22K +10 +0.6%
BAM
1077
Berkshire Asset Management
Pennsylvania
$355K – – –
ACC
1078
Acorn Creek Capital
Colorado
$354K +$1.78K +8 +0.5%
AWM
1079
Angeles Wealth Management
California
$354K +$14.4K +65 +4%
TTWM
1080
TCV Trust & Wealth Management
Virginia
$354K – – –
CM
1081
Capital Management
Virginia
$352K – – –
SGWM
1082
Sterling Group Wealth Management
California
$351K – – –
SW
1083
SlateStone Wealth
Florida
$351K +$444 +2 +0.1%
CFO
1084
Callan Family Office
Pennsylvania
$351K +$43.1K +194 +14%
FCG
1085
Fielder Capital Group
Tennessee
$347K – – –
VC
1086
Veracity Capital
Georgia
$345K +$7.1K +32 +2%
DA
1087
Detalus Advisors
Missouri
$344K – – –
B
1088
Bailard
California
$343K +$1.55K +7 +0.5%
SGI
1089
Summit Global Investments
Utah
$342K +$46.2K +208 +16%
SFP
1090
Sweet Financial Partners
Minnesota
$342K -$250K -1,127 -42%
MPPW
1091
Mitchell & Pahl Private Wealth
Oklahoma
$341K -$5.99K -27 -2%
RT
1092
Rockland Trust
Massachusetts
$340K -$107K -481 -24%
OFS
1093
OneAscent Financial Services
Alabama
$338K +$337K +1,517 New
NFC
1094
Northeast Financial Consultants
Connecticut
$338K +$3.11K +14 +0.9%
VC
1095
Vicus Capital
Pennsylvania
$337K +$50.2K +226 +18%
CCMG
1096
Clark Capital Management Group
Pennsylvania
$336K -$18.9K -85 -5%
CFM
1097
Catalyst Funds Management
Australia
$335K +$311K +1,400 +1,400%
DMBA
1098
Deseret Mutual Benefit Administrators
Utah
$333K -$14.4K -65 -4%
IAS
1099
Insigneo Advisory Services
Florida
$331K -$86.3K -389 -21%
BCG
1100
Breakwater Capital Group
New Jersey
$331K +$9.99K +45 +3%
42 43
44
45 46