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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
701
D.A. Davidson & Co
Montana
$637K +$3.65K +22 +0.6%
CT
702
Caldwell Trust
Florida
$632K -$21.6K -130 -3%
GG
703
Gofen & Glossberg
Illinois
$631K – – –
MCM
704
MAI Capital Management
Ohio
$631K +$178K +1,074 +42%
BSW
705
Buckingham Strategic Wealth
Missouri
$629K +$21.4K +129 +4%
JF
706
Jump Financial
Illinois
$626K -$1.08M -6,514 -64%
PWPS
707
Pinnacle Wealth Planning Services
Ohio
$625K +$18.6K +112 +3%
AFP
708
Ausdal Financial Partners
Iowa
$619K -$8.31K -50 -1%
AWE
709
Avidian Wealth Enterprises
Texas
$617K +$24.9K +150 +4%
ESCM
710
Echo Street Capital Management
New York
$616K -$281K -1,691 -32%
DWT
711
Dorsey & Whitney Trust
South Dakota
$611K +$55.8K +336 +11%
NCM
712
Noesis Capital Mangement
Florida
$608K – – –
T
713
TrueFG
Texas
$608K – – –
CAG
714
Csenge Advisory Group
Florida
$607K -$8.31K -50 -1%
HC
715
Henshaw Capital
Massachusetts
$602K – – –
EN1L
716
Engine No 1 LLC
California
$601K +$119K +717 +26%
BONH
717
Bank of New Hampshire
New Hampshire
$600K -$10.8K -65 -2%
QT
718
Quantamental Technologies
New York
$596K +$76.1K +458 +15%
CFB
719
Cullen/Frost Bankers
Texas
$595K +$30.4K +183 +6%
RMCM
720
Reynders McVeigh Capital Management
Massachusetts
$591K +$78.6K +473 +16%
HWM
721
HB Wealth Management
Georgia
$591K +$565K +3,402 New
DW
722
Domani Wealth
Pennsylvania
$581K – – –
SC
723
Savant Capital
Illinois
$575K +$74.8K +450 +16%
DCP
724
DSM Capital Partners
Florida
$570K -$420K -2,530 -44%
CIM
725
Contravisory Investment Management
Massachusetts
$569K -$24.4K -147 -4%
27 28
29
30 31