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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
701
Sonnipe Ltd
Isle Of Man
$685K +$677K +4,140 New
V
702
VeraBank
Texas
$681K +$1.96K +12 +0.3%
ML
703
McAdam LLC
Pennsylvania
$680K -$4.42K -27 -0.7%
WWM
704
Western Wealth Management
Colorado
$676K -$617K -3,771 -48%
KC
705
Kenfarb & Co
Kentucky
$668K – – –
AUB
706
Atlantic Union Bankshares
Virginia
$667K – – –
EI
707
Ellevest Inc
New York
$657K +$95K +581 +17%
CANY
708
Caxton Associates (New York)
New York
$654K +$647K +3,954 New
MGIA
709
Matthew Goff Investment Advisor
Texas
$652K – – –
CFB
710
Cullen/Frost Bankers
Texas
$650K +$64.3K +393 +11%
PI
711
PFS Investments
Georgia
$646K +$344K +2,103 +117%
SIA
712
Schechter Investment Advisors
Michigan
$643K +$13.7K +84 +2%
WCA
713
Waypoint Capital Advisors
Minnesota
$641K -$6.7K -41 -1%
HH
714
Hilltop Holdings
Texas
$636K -$17K -104 -3%
BRWA
715
B. Riley Wealth Advisors
Florida
$635K +$111K +681 +22%
GRP
716
Global Retirement Partners
California
$635K -$17K -104 -3%
BSW
717
Buckingham Strategic Wealth
Missouri
$634K +$49.4K +302 +9%
DWT
718
Dorsey & Whitney Trust
South Dakota
$633K -$7.68K -47 -1%
LSA
719
Leonteq Securities AG
Switzerland
$632K +$368K +2,251 +144%
GG
720
Gofen & Glossberg
Illinois
$629K +$19.6K +120 +3%
HCM
721
Hutchinson Capital Management
California
$618K -$8.34K -51 -1%
AP
722
Advisors Preferred
Maryland
$617K +$1.31K +8 +0.2%
WJWM
723
Williams Jones Wealth Management
New York
$616K -$81.8K -500 -12%
PA
724
Procyon Advisors
Connecticut
$615K +$90.4K +553 +17%
QT
725
Quantamental Technologies
New York
$615K -$493K -3,017 -45%
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