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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
726
Ironwood Investment Counsel
Arizona
$959K +$899 +5 +0.1%
MCM
727
Mattern Capital Management
Colorado
$953K +$99.1K +551 +11%
CAMV
728
Concord Asset Management (Virginia)
Virginia
$949K -$37.9K -211 -4%
EW
729
Evoke Wealth
California
$947K +$529K +2,943 +117%
TAM
730
Trust Asset Management
Texas
$946K – – –
ERSOT
731
Employees Retirement System of Texas
Texas
$939K +$53.4K +297 +6%
JWM
732
JGP Wealth Management
Oregon
$937K -$26.2K -146 -3%
FCP
733
Fidelis Capital Partners
Florida
$929K -$36.1K -201 -4%
CCA
734
Checchi Capital Advisers
California
$923K +$66.3K +369 +7%
QWM
735
Quadcap Wealth Management
Texas
$918K +$13.3K +74 +1%
CNC
736
Canandaigua National Corp
New York
$910K +$944K +5,248 New
AC
737
AlphaCore Capital
California
$897K +$310K +1,727 +50%
NP
738
Nilsine Partners
Colorado
$897K -$54.5K -303 -5%
AIM
739
Advyzon Investment Management
Illinois
$896K +$323K +1,796 +53%
HPIA
740
Hamilton Point Investment Advisors
North Carolina
$891K -$3.96K -22 -0.4%
WPC
741
Wedmont Private Capital
Pennsylvania
$887K -$100K -557 -10%
CFB
742
Cullen/Frost Bankers
Texas
$887K +$11.1K +62 +1%
BWS
743
Broadway Wealth Solutions
Texas
$886K -$1.62K -9 -0.2%
FC
744
Fjell Capital
North Dakota
$884K +$25.9K +144 +3%
MMHP
745
Murphy Middleton Hinkle & Parker
Georgia
$871K +$903K +5,021 New
QIM
746
Quantitative Investment Management
Virginia
$870K -$336K -1,867 -27%
SIA
747
SkyView Investment Advisors
New Jersey
$868K +$12.6K +70 +1%
T
748
TrueFG
Texas
$867K – – –
CCG
749
Ceeto Capital Group
Florida
$867K – – –
KCM
750
Kathmere Capital Management
Pennsylvania
$867K +$262K +1,457 +41%
28 29
30
31 32