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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
526
United Capital Financial Advisors
Texas
$2.87M -$161K -786 -5%
QC
527
Quadrature Capital
United Kingdom
$2.86M +$2.79M +13,594 New
HIC
528
Hartline Investment Corp
Illinois
$2.86M +$2.79M +13,582 New
MMA
529
Miracle Mile Advisors
California
$2.85M -$14.2K -69 -0.5%
BIP
530
Bouvel Investment Partners
Pennsylvania
$2.82M -$6.37K -31 -0.2%
GSC
531
G&S Capital
Colorado
$2.81M -$101K -493 -4%
WIA
532
World Investment Advisors
California
$2.79M +$1.63M +7,935 +149%
EF
533
Empowered Funds
Pennsylvania
$2.79M +$291K +1,416 +12%
CW
534
CreativeOne Wealth
Kansas
$2.77M -$82.2K -400 -3%
VSQM
535
V-Square Quantitative Management
Illinois
$2.74M +$34.3K +167 +1%
FTDI
536
First Trust Direct Indexing
Massachusetts
$2.74M +$561K +2,731 +27%
KB
537
Kimelman & Baird
New York
$2.72M +$2.65M +12,895 New
BLC
538
Brown, Lisle/Cummings
Rhode Island
$2.7M -$6.16K -30 -0.2%
DWM
539
Dynasty Wealth Management
Florida
$2.69M +$74.2K +361 +3%
PTC
540
Private Trust Company
Ohio
$2.68M -$2.46K -12 -0.1%
HSA
541
HBK Sorce Advisory
Pennsylvania
$2.67M -$21K -102 -0.8%
CG
542
Caprock Group
Idaho
$2.66M +$1.46M +7,113 +129%
VF
543
Virtu Financial
New York
$2.65M +$2.59M +12,589 New
IWA
544
Icon Wealth Advisors
Texas
$2.62M -$52K -253 -2%
SF
545
Summit Financial
New Jersey
$2.61M +$1.07M +5,206 +72%
BF
546
BOK Financial
Oklahoma
$2.61M +$2.46K +12 +0.1%
VA
547
Vident Advisory
Georgia
$2.61M -$3.63M -17,668 -59%
HWM
548
HB Wealth Management
Georgia
$2.56M +$619K +3,011 +33%
PGCM
549
Prescott Group Capital Management
Oklahoma
$2.54M – – –
HCPC
550
Hamilton Capital Partners (Canada)
$2.54M +$274K +1,332 +12%
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