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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1426
Trifecta Capital Advisors
Illinois
$63.2K – – –
PCTC
1427
Perkins Coie Trust Company
Washington
$62.5K -$452 -2 -0.7%
GEA
1428
Glen Eagle Advisors
New Jersey
$62.1K – – –
RA
1429
Rise Advisors
New York
$61.4K +$226 +1 +0.4%
IHWM
1430
Iron Horse Wealth Management
Iowa
$61K – – –
GKIM
1431
GW&K Investment Management
Massachusetts
$61K +$9.48K +42 +18%
PWA
1432
Physician Wealth Advisors
Utah
$59.7K +$1.81K +8 +3%
CPG
1433
Cornerstone Planning Group
New Jersey
$59.1K -$3.39K -15 -5%
SVWA
1434
Sarver Vrooman Wealth Advisors
Missouri
$58.8K – – –
VEA
1435
Virtus ETF Advisers
New York
$58.2K – – –
PWMA
1436
Pension & Wealth Management Advisors
Massachusetts
$57.7K – – –
PMFA
1437
Plante Moran Financial Advisors
Michigan
$56.4K +$1.58K +7 +3%
LI
1438
LRI Investments
Florida
$55.5K +$1.81K +8 +3%
FFO
1439
Fortitude Family Office
Arizona
$55.3K -$1.35K -6 -2%
SO
1440
Sierra Ocean
California
$54.2K +$17.2K +76 +44%
NC
1441
NewSquare Capital
Pennsylvania
$52.5K +$17.4K +77 +47%
C
1442
Covestor
United Kingdom
$52K +$677 +3 +1%
EWP
1443
Elevation Wealth Partners
California
$51.9K +$6.77K +30 +14%
RWM
1444
RMG Wealth Management
Wisconsin
$51.2K +$465K +2,058 New
NRG
1445
Nemes Rush Group
Michigan
$51.1K -$6.55K -29 -11%
CAL
1446
Capital Advisors Ltd
Ohio
$51K +$2.26K +10 +5%
EP
1447
Essential Partners
California
$50.3K +$51.9K +230 New
FUBT
1448
First United Bank & Trust
Maryland
$47.2K – – –
SHIM
1449
Stone House Investment Management
Pennsylvania
$45K -$12.9K -57 -22%
BSB
1450
Bangor Savings Bank
Maine
$45K – – –
56 57
58
59 60