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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1376
ORG Partners
Indiana
$62.7K -$31.3K -152 -33%
HWM
1377
HighMark Wealth Management
Minnesota
$62K – – –
STB
1378
S&T Bank
Pennsylvania
$61.5K – – –
SC
1379
SouthState Corp
Florida
$60.7K -$29K -141 -32%
CCC
1380
Chelsea Counsel Company
California
$60.5K – – –
GPI
1381
General Partner Inc
Pennsylvania
$60.1K – – –
WB
1382
Webster Bank
Connecticut
$59.9K -$6.38K -31 -9%
DF
1383
Dunhill Financial
United Kingdom
$58.3K -$411 -2 -0.7%
TCA
1384
Trifecta Capital Advisors
Illinois
$58.2K – – –
RA
1385
Rise Advisors
New York
$58K +$1.44K +7 +2%
PCTC
1386
Perkins Coie Trust Company
Washington
$57.6K – – –
M
1387
MOTCO
Texas
$57.2K -$23.4K -114 -29%
PWA
1388
Physician Wealth Advisors
Utah
$55.4K +$411 +2 +0.7%
CPG
1389
Cornerstone Planning Group
New Jersey
$54.2K +$1.85K +9 +3%
SVWA
1390
Sarver Vrooman Wealth Advisors
Missouri
$54.2K – – –
PWMA
1391
Pension & Wealth Management Advisors
Massachusetts
$53.2K – – –
EWP
1392
Elevation Wealth Partners
California
$51.9K +$4.32K +21 +9%
CA
1393
CoreCap Advisors
Michigan
$51.4K -$9.46K -46 -15%
FFO
1394
Fortitude Family Office
Arizona
$51K – – –
AA
1395
Addison Advisors
Vermont
$50.6K -$26.7K -130 -34%
TF
1396
Tompkins Financial
New York
$50.2K -$52K -253 -50%
WIM
1397
Westside Investment Management
California
$49.9K +$22.4K +109 +78%
GKIM
1398
GW&K Investment Management
Massachusetts
$48K -$7.82K -38 -14%
NRG
1399
Nemes Rush Group
Michigan
$47.3K +$206 +1 +0.4%
TFA
1400
Transamerica Financial Advisors
Florida
$46.5K +$47.1K +229 +11,450%
54 55
56
57 58