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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$1.31M -$25.7K -116 -2%
FPAS
702
Focus Partners Advisor Solutions
Missouri
$1.3M +$23.1K +104 +2%
BJL
703
Brighton Jones LLC
Washington
$1.29M -$967K -4,357 -43%
UAML
704
US Asset Management LLC
Pennsylvania
$1.28M -$4.22K -19 -0.3%
AI
705
AXS Investments
New York
$1.28M -$17.8K -80 -1%
KCM
706
Kathmere Capital Management
Pennsylvania
$1.28M +$145K +654 +13%
IIC
707
Ironwood Investment Counsel
Arizona
$1.28M +$9.1K +41 +0.7%
DDC
708
DF Dent & Co
Maryland
$1.27M +$22.6K +102 +2%
PA
709
Pinnacle Associates
New York
$1.27M +$59K +266 +4%
TAM
710
Trust Asset Management
Texas
$1.27M – – –
DADC
711
D.A. Davidson & Co
Montana
$1.26M -$244K -1,099 -16%
GRP
712
Global Retirement Partners
California
$1.26M +$5.55K +25 +0.4%
EWM
713
Empirical Wealth Management
Washington
$1.26M +$55K +248 +5%
KPP
714
Kings Path Partners
Texas
$1.25M – – –
AWM
715
Aries Wealth Management
Maine
$1.25M – – –
DFCM
716
Dark Forest Capital Management
Puerto Rico
$1.24M +$1.23M +5,548 New
PFG
717
Prosperity Financial Group
California
$1.24M +$6.21K +28 +0.5%
NRS
718
Neville Rodie & Shaw
New York
$1.23M – – –
OC
719
Oppenheimer & Co
New York
$1.23M +$27.1K +122 +2%
SAM
720
Shell Asset Management
Netherlands
$1.23M +$1.22M +5,512 New
CFAM
721
Center For Asset Management
Florida
$1.23M +$22.2K +100 +2%
SAM
722
Smartleaf Asset Management
Massachusetts
$1.2M +$309K +1,393 +35%
DA
723
Dover Advisors
Virginia
$1.2M – – –
VFA
724
Valeo Financial Advisors
Indiana
$1.2M +$16.4K +74 +1%
AIP
725
Ameritas Investment Partners
Nebraska
$1.19M -$45.1K -203 -4%
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