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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
801
Essex Financial Services
Connecticut
$254K +$242K +1,805 New
LGWM
802
Litman Gregory Wealth Management
California
$253K -$207K -1,547 -86%
RMC
803
Resources Management Corp
Connecticut
$253K – – –
NCM
804
Northside Capital Management
Oregon
$251K – – –
APWM
805
Atlas Private Wealth Management
New York
$248K +$38.9K +290 +20%
XSC
806
X-Square Capital
Puerto Rico
$246K +$239K +1,783 New
MCM
807
Marathon Capital Management
Maryland
$245K -$9.39K -70 -4%
FA
808
Fermata Advisors
California
$245K +$233K +1,741 New
VFA
809
Voya Financial Advisors
Connecticut
$244K -$467K -3,481 -67%
T
810
TOBAM
France
$244K – – –
BCA
811
Berman Capital Advisors
Georgia
$244K +$48.5K +362 +26%
CCP
812
Clarkston Capital Partners
Michigan
$243K – – –
WP
813
WealthSource Partners
California
$243K +$231K +1,726 New
AAS
814
Avantax Advisory Services
Texas
$240K +$228K +1,703 New
DI
815
Diligent Investors
California
$239K – – –
KC
816
Kinloch Capital
Virginia
$235K – – –
TCMP
817
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K – – –
DS
818
DRW Securities
Illinois
$233K +$222K +1,657 New
BOPW
819
Brandywine Oak Private Wealth
Pennsylvania
$233K +$223K +1,663 New
WMA
820
Wealth Management Associates
New Jersey
$233K +$222K +1,653 New
NB
821
NBT Bank
New York
$232K – – –
IAN
822
Integrated Advisors Network
Texas
$232K +$221K +1,646 New
PCM
823
Penserra Capital Management
California
$231K +$49.5K +369 +29%
EN1L
824
Engine No 1 LLC
California
$228K +$217K +1,619 New
IAA
825
Independent Advisor Alliance
North Carolina
$228K +$217K +1,619 New
31 32
33
34 35