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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
751
Williams Jones Wealth Management
New York
$709K – – –
HCM
752
Hutchinson Capital Management
California
$708K -$4.6K -24 -0.6%
SWM
753
Spire Wealth Management
Virginia
$696K +$490K +2,558 +233%
AFP
754
Ausdal Financial Partners
Iowa
$694K +$6.9K +36 +1%
ML
755
McAdam LLC
Pennsylvania
$691K -$100K -523 -13%
GL
756
Graypoint LLC
New York
$686K +$12.8K +67 +2%
UM
757
UniSuper Management
Australia
$685K – – –
SRWM
758
Shira Ridge Wealth Management
California
$683K -$383 -2 -0.1%
AG
759
AIA Group
Hong Kong
$681K +$685K +3,576 New
CFB
760
Cullen/Frost Bankers
Texas
$673K -$21.1K -110 -3%
NB
761
Nicolet Bankshares
Wisconsin
$669K -$391K -2,041 -37%
CT
762
Caldwell Trust
Florida
$669K -$4.79K -25 -0.7%
NCM
763
Noesis Capital Mangement
Florida
$666K – – –
T
764
TrueFG
Texas
$666K – – –
DWM
765
Dakota Wealth Management
Florida
$663K -$107K -557 -14%
MSCM
766
McElhenny Sheffield Capital Management
Texas
$662K -$83.8K -437 -11%
HF
767
HRT Financial
New York
$662K -$6.06M -31,629 -90%
KCM
768
Kathmere Capital Management
Pennsylvania
$660K +$159K +827 +31%
CAM
769
Chesapeake Asset Management
New York
$659K +$79.7K +416 +14%
HH
770
Hilltop Holdings
Texas
$652K -$42K -219 -6%
HFM
771
Harvest Fund Management
China
$647K +$497K +2,591 +321%
BWM
772
Buckley Wealth Management
Nevada
$646K -$182K -952 -22%
OAM
773
Ostrum Asset Management
France
$645K -$550K -2,870 -46%
GIA
774
Gladstone Institutional Advisory
Florida
$627K -$51.2K -267 -7%
TWM
775
Thrive Wealth Management
Pennsylvania
$626K +$18.2K +95 +3%
29 30
31
32 33