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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
726
West Family Investments
California
$1.18M -$4.94K -24 -0.4%
XT
727
XTX Topco
Cayman Islands
$1.17M +$1.2M +5,814 New
BC
728
Bridgefront Capital
Texas
$1.16M +$1.19M +5,763 New
BIG
729
Brooklyn Investment Group
New York
$1.16M -$56.6K -275 -5%
S
730
SimplyRich
California
$1.16M -$25.9K -126 -2%
EWM
731
Elmwood Wealth Management
California
$1.15M – – –
DDC
732
DF Dent & Co
Maryland
$1.15M -$119K -581 -9%
TAM
733
Trust Asset Management
Texas
$1.14M – – –
CA
734
Commerzbank Aktiengesellschaft
Germany
$1.14M -$3.87M -18,800 -77%
BEAM
735
Baker Ellis Asset Management
Washington
$1.13M +$376K +1,830 +48%
SWP
736
Sagespring Wealth Partners
Tennessee
$1.13M -$42.6K -207 -4%
CFB
737
Cullen/Frost Bankers
Texas
$1.13M -$24.3K -118 -2%
WPA
738
West Paces Advisors
Georgia
$1.12M +$18.7K +91 +2%
CFAM
739
Center For Asset Management
Florida
$1.12M +$19.5K +95 +2%
AFA
740
AA Financial Advisors
Ohio
$1.12M +$20.8K +101 +2%
VF
741
Virtu Financial
New York
$1.11M -$1.06M -5,175 -48%
NRS
742
Neville Rodie & Shaw
New York
$1.11M – – –
IIC
743
Ironwood Investment Counsel
Arizona
$1.11M -$83.1K -404 -7%
FWCM
744
Ferguson Wellman Capital Management
Oregon
$1.11M -$35K -170 -3%
VFA
745
Valeo Financial Advisors
Indiana
$1.1M -$59.9K -291 -5%
TI
746
Trexquant Investment
Connecticut
$1.1M -$23.7M -115,124 -95%
FFO
747
Fiduciary Family Office
Florida
$1.07M +$227K +1,105 +26%
IA
748
Integrity Alliance
Iowa
$1.07M -$25.1K -122 -2%
PFG
749
Prosperity Financial Group
California
$1.07M -$117K -571 -10%
NP
750
Nilsine Partners
Colorado
$1.07M +$264K +1,286 +32%
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30
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