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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
701
Boston Financial Management
Massachusetts
$596K +$283K +1,794 +105%
MCM
702
MAI Capital Management
Ohio
$591K -$25.4K -161 -4%
HC
703
Henshaw Capital
Massachusetts
$591K – – –
MC
704
Machina Capital
France
$590K +$194K +1,231 +55%
DWM
705
Dakota Wealth Management
Florida
$590K +$308K +1,955 +130%
TWM
706
Thrive Wealth Management
Pennsylvania
$587K +$120K +764 +29%
GRP
707
Global Retirement Partners
California
$587K +$603K +3,824 New
GCMG
708
Gyroscope Capital Management Group
Florida
$583K -$43.8K -278 -8%
LSA
709
Leonteq Securities AG
Switzerland
$581K -$213K -1,353 -28%
KFP
710
KB Financial Partners
New Jersey
$577K +$61.2K +388 +13%
CIM
711
Contravisory Investment Management
Massachusetts
$574K +$15K +95 +3%
BSW
712
Buckingham Strategic Wealth
Missouri
$571K -$42.4K -269 -7%
NB
713
Nicolet Bankshares
Wisconsin
$571K +$21K +133 +4%
KCM
714
Kathmere Capital Management
Pennsylvania
$571K +$220K +1,393 +71%
4WM
715
44 Wealth Management
Oregon
$569K -$63.7K -404 -11%
DW
716
Domani Wealth
Pennsylvania
$569K – – –
ML
717
McAdam LLC
Pennsylvania
$567K -$92.5K -587 -15%
DCP
718
DSM Capital Partners
Florida
$559K – – –
XT
719
XTX Topco
Cayman Islands
$559K +$517K +3,279 New
AC
720
Abbrea Capital
California
$555K – – –
CFB
721
Cullen/Frost Bankers
Texas
$554K -$26.8K -170 -5%
RB
722
Rodgers Brothers
Pennsylvania
$554K – – –
PCS
723
Personal CFO Solutions
New Jersey
$554K +$11.8K +75 +2%
SC
724
Savant Capital
Illinois
$553K -$10.4K -66 -2%
KBFS
725
Kohmann Bosshard Financial Services
Ohio
$553K – – –
27 28
29
30 31