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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
701
Essex Financial Services
Connecticut
$1.38M +$687K +3,098 +91%
FIM
702
Freedom Investment Management
Connecticut
$1.38M +$24.2K +109 +2%
SAM
703
Smartleaf Asset Management
Massachusetts
$1.38M +$248K +1,117 +21%
CTA
704
Chesley Taft & Associates
Illinois
$1.37M -$205K -925 -13%
LI
705
LMCG Investments
Massachusetts
$1.37M -$48.8K -220 -3%
EIA
706
Edgemoor Investment Advisors
Maryland
$1.37M – – –
FTWA
707
Fifth Third Wealth Advisors
Ohio
$1.37M +$379K +1,708 +36%
PS
708
Principal Securities
Iowa
$1.36M +$88.1K +397 +7%
MC
709
Machina Capital
France
$1.36M -$102K -460 -7%
FCP
710
Fidelis Capital Partners
Florida
$1.36M -$127K -574 -8%
CCA
711
Checchi Capital Advisers
California
$1.35M +$9.32K +42 +0.7%
TCM
712
Teza Capital Management
Illinois
$1.34M -$7.51M -33,839 -84%
EB
713
Exchange Bank
California
$1.33M – – –
S
714
SimplyRich
California
$1.32M +$22.6K +102 +2%
HCM
715
Highview Capital Management
Illinois
$1.32M +$34.6K +156 +3%
VVP
716
Venture Visionary Partners
Ohio
$1.32M -$18.4K -83 -1%
FWCM
717
Ferguson Wellman Capital Management
Oregon
$1.31M -$10.6K -48 -0.8%
CWP
718
Concord Wealth Partners
Virginia
$1.31M +$17.3K +78 +1%
AC
719
AXQ Capital
New Jersey
$1.3M -$849K -3,829 -38%
EWM
720
Elmwood Wealth Management
California
$1.3M +$887 +4 +0.1%
CAMV
721
Concord Asset Management (Virginia)
Virginia
$1.28M +$18.6K +84 +1%
ATPW
722
Ashton Thomas Private Wealth
Arizona
$1.28M +$761K +3,432 +131%
OAM
723
Ostrum Asset Management
France
$1.28M +$575K +2,594 +76%
FCA
724
Fortis Capital Advisors
Kansas
$1.27M +$390K +1,756 +46%
DWT
725
Dorsey & Whitney Trust
South Dakota
$1.26M -$62.6K -282 -5%
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