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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
701
Waypoint Capital Advisors
Minnesota
$584K -$160 -1 -0%
DWT
702
Dorsey & Whitney Trust
South Dakota
$578K +$28.4K +177 +5%
AP
703
Advisors Preferred
Maryland
$575K -$92.7K -578 -13%
CT
704
Caldwell Trust
Florida
$574K +$35.9K +224 +6%
DWM
705
Dakota Wealth Management
Florida
$573K +$47.2K +294 +8%
TWM
706
Thrive Wealth Management
Pennsylvania
$570K +$77.7K +484 +15%
SIA
707
Schechter Investment Advisors
Michigan
$568K -$95.6K -596 -14%
KFP
708
KB Financial Partners
New Jersey
$566K +$78.1K +487 +15%
HCM
709
Hutchinson Capital Management
California
$565K +$160 +1 +0%
APA
710
American Portfolios Advisors
New York
$564K -$3.37K -21 -0.6%
TCBWMS
711
Texas Capital Bank Wealth Management Services
Texas
$563K +$30.5K +190 +5%
MC
712
Machina Capital
France
$560K -$9.31K -58 -2%
AWE
713
Avidian Wealth Enterprises
Texas
$560K -$963 -6 -0.2%
SFS
714
Stiles Financial Services
Minnesota
$559K -$31.6K -197 -5%
BFM
715
Boston Financial Management
Massachusetts
$550K +$642 +4 +0.1%
GG
716
Gofen & Glossberg
Illinois
$550K +$8.82K +55 +2%
AWA
717
Archvest Wealth Advisors
California
$546K – – –
AAS
718
Avantax Advisory Services
Texas
$541K +$109K +682 +23%
PCA
719
Personal Capital Advisors
California
$537K -$3.69K -23 -0.6%
AFP
720
Ausdal Financial Partners
Iowa
$535K +$4.17K +26 +0.7%
BP
721
Ballentine Partners
Massachusetts
$535K +$127K +790 +28%
FRM
722
Fox Run Management
Connecticut
$531K +$571K +3,558 New
BSW
723
Buckingham Strategic Wealth
Missouri
$527K +$4.33K +27 +0.8%
CFB
724
Cullen/Frost Bankers
Texas
$527K +$47K +293 +9%
NCM
725
Noesis Capital Mangement
Florida
$523K – – –
27 28
29
30 31