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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
801
Schechter Investment Advisors
Michigan
$396K +$379K +2,279 New
CCG
802
Chatham Capital Group
Georgia
$395K +$378K +2,275 New
BWP
803
BSW Wealth Partners
Colorado
$392K +$25.1K +151 +7%
PCM
804
Penserra Capital Management
California
$391K +$69.8K +420 +23%
FCI
805
Financial Counselors Inc
Kansas
$389K -$327K -1,968 -47%
MC
806
Machina Capital
France
$388K +$145K +873 +64%
MYLI
807
Meiji Yasuda Life Insurance
Japan
$387K -$11.5K -69 -3%
BDWM
808
Brewin Dolphin Wealth Management
Ireland
$387K – – –
SWA
809
Stratos Wealth Advisors
Ohio
$386K +$1.5K +9 +0.4%
PA
810
Procyon Advisors
Connecticut
$384K +$40.5K +244 +12%
MA
811
MUFG Americas
New York
$384K +$137K +822 +59%
DWM
812
Destination Wealth Management
California
$382K – – –
SHWM
813
Smith & Howard Wealth Management
Georgia
$381K – – –
BL
814
Balentine LLC
Georgia
$380K +$137K +827 +61%
BDF
815
Balasa Dinverno & Foltz
$379K -$1.33K -8 -0.4%
GA
816
Geller Advisors
New York
$377K +$332 +2 +0.1%
PCM
817
Pointe Capital Management
Michigan
$376K +$14.8K +89 +4%
AF
818
Advisornet Financial
Minnesota
$375K +$1.66K +10 +0.5%
GWS
819
Glassman Wealth Services
Virginia
$373K -$96.8K -583 -21%
KFA
820
Krane Funds Advisors
New York
$373K -$84.6K -509 -19%
PWM
821
Perigon Wealth Management
California
$373K +$121K +731 +52%
GC
822
Gilbert & Cook
Iowa
$372K -$13.3K -80 -4%
PCP
823
Proficio Capital Partners
Massachusetts
$372K +$5.81K +35 +2%
BFPW
824
BOK Financial Private Wealth
Colorado
$372K +$39.7K +239 +13%
BOTW
825
Bank of the West
California
$369K +$6.31K +38 +2%
31 32
33
34 35