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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
751
B. Riley Wealth Advisors
Florida
$471K +$126K +786 +33%
BFA
752
Bill Few Associates
Pennsylvania
$470K -$9.63K -60 -2%
LIM
753
Leavell Investment Management
Alabama
$470K – – –
SGI
754
Summit Global Investments
Utah
$465K -$1.43M -8,923 -74%
WFPG
755
Waller Financial Planning Group
Ohio
$463K +$1.76K +11 +0.4%
DWM
756
Defined Wealth Management
Oregon
$462K – – –
RBC
757
Roble Belko & Company
Pennsylvania
$459K – – –
RL
758
Ruffer LLP
United Kingdom
$456K – – –
NSAM
759
North Star Asset Management
Wisconsin
$452K – – –
OPPTF
760
OPSEU Pension Plan Trust Fund
Ontario, Canada
$450K +$10.1K +63 +2%
MA
761
Montag & Associates
Georgia
$448K -$21.5K -134 -4%
PWM
762
Perigon Wealth Management
California
$448K +$68.4K +426 +17%
BHCM
763
Boulder Hill Capital Management
New York
$448K +$481K +3,000 New
SB
764
Strategic Blueprint
Georgia
$447K -$15.2K -95 -3%
BWP
765
BSW Wealth Partners
Colorado
$445K +$1.28K +8 +0.3%
GL
766
Graypoint LLC
New York
$443K +$78.9K +492 +20%
NP
767
NorthRock Partners
Minnesota
$443K +$85K +530 +22%
WSFS
768
Wilmington Savings Fund Society
Delaware
$439K -$48.1K -300 -9%
WP
769
WealthSource Partners
California
$439K +$124K +774 +36%
TCOT
770
Trust Company of Toledo
Ohio
$438K -$722K -4,500 -61%
XSC
771
X-Square Capital
Puerto Rico
$437K +$3.69K +23 +0.8%
AF
772
Advisornet Financial
Minnesota
$437K +$171K +1,067 +57%
FBB
773
Fulton Breakefield Broenniman
Maryland
$435K -$14.8K -92 -3%
SWP
774
Stratos Wealth Partners
Ohio
$435K +$23.7K +148 +5%
FFM
775
Forum Financial Management
Illinois
$433K – – –
29 30
31
32 33