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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
701
Personal Capital Advisors
California
$562K +$8.97K +56 +2%
EI
702
Ellevest Inc
New York
$560K +$175K +1,091 +43%
PP
703
Prospector Partners
Connecticut
$559K – – –
TCBWMS
704
Texas Capital Bank Wealth Management Services
Texas
$556K +$56.3K +351 +11%
AFP
705
Ausdal Financial Partners
Iowa
$553K – – –
DWM
706
Dakota Wealth Management
Florida
$550K +$12.8K +80 +2%
GCMG
707
Gyroscope Capital Management Group
Florida
$544K +$13.5K +84 +2%
BSW
708
Buckingham Strategic Wealth
Missouri
$544K +$24.2K +151 +5%
BWM
709
Buckley Wealth Management
Nevada
$543K -$9.46K -59 -2%
NCM
710
Noesis Capital Mangement
Florida
$543K – – –
T
711
TrueFG
Texas
$543K – – –
HC
712
Henshaw Capital
Massachusetts
$538K – – –
MCM
713
MAI Capital Management
Ohio
$534K -$4.65K -29 -0.8%
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$532K +$55.9K +349 +11%
SC
715
Savant Capital
Illinois
$531K +$28.5K +178 +5%
DDC
716
DF Dent & Co
Maryland
$531K +$113K +703 +26%
LS
717
Livforsakringsbolaget Skandia
Sweden
$530K -$288K -1,800 -35%
GAM
718
Gotham Asset Management
New York
$528K -$5.31M -33,114 -91%
CIM
719
Contravisory Investment Management
Massachusetts
$527K +$4.65K +29 +0.9%
SIM
720
Sentry Investment Management
Wisconsin
$524K -$105K -658 -16%
4WM
721
44 Wealth Management
Oregon
$521K +$2.88K +18 +0.5%
DW
722
Domani Wealth
Pennsylvania
$519K – – –
TWM
723
Thrive Wealth Management
Pennsylvania
$518K -$17.5K -109 -3%
FMLI
724
Fukoku Mutual Life Insurance
Japan
$515K -$114K -711 -18%
KFP
725
KB Financial Partners
New Jersey
$513K -$13.1K -82 -2%
27 28
29
30 31