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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
776
Fulcrum Asset Management
United Kingdom
$340K – – –
GL
777
Graypoint LLC
New York
$340K +$8.17K +54 +2%
XSC
778
X-Square Capital
Puerto Rico
$340K +$69.4K +459 +26%
IEFM
779
IQ EQ Fund Management
Ireland
$337K – – –
BDWM
780
Brewin Dolphin Wealth Management
Ireland
$337K +$51.4K +340 +18%
GC
781
Gilbert & Cook
Iowa
$336K – – –
SWA
782
Stratos Wealth Advisors
Ohio
$335K -$170K -1,124 -34%
FHA
783
Flagship Harbor Advisors
Massachusetts
$335K – – –
RWM
784
RKL Wealth Management
Pennsylvania
$334K – – –
DWM
785
Destination Wealth Management
California
$333K – – –
SHWM
786
Smith & Howard Wealth Management
Georgia
$332K – – –
BDF
787
Balasa Dinverno & Foltz
$332K +$21.6K +143 +7%
CCG
788
Cypress Capital Group
Florida
$330K -$15.1K -100 -4%
GA
789
Geller Advisors
New York
$328K +$5.6K +37 +2%
AF
790
Advisornet Financial
Minnesota
$325K +$3.02K +20 +0.9%
SI
791
Stephens Inc
Arkansas
$323K -$530K -3,501 -62%
FWM
792
FFT Wealth Management
Pennsylvania
$321K +$4.99K +33 +2%
PCP
793
Proficio Capital Partners
Massachusetts
$319K -$16.8K -111 -5%
TCM
794
Teza Capital Management
Illinois
$318K +$317K +2,097 New
BWP
795
BSW Wealth Partners
Colorado
$318K +$318K +2,102 New
FIM
796
Freedom Investment Management
Connecticut
$316K -$4.69K -31 -1%
YMRC
797
Yorktown Management & Research Company
Virginia
$316K – – –
BOTW
798
Bank of the West
California
$316K +$7.87K +52 +3%
DCM
799
Driehaus Capital Management
Illinois
$315K +$315K +2,080 New
PCM
800
Pointe Capital Management
Michigan
$314K +$78.2K +517 +33%
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