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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
801
Qtron Investments
Massachusetts
$387K +$358K +2,273 New
WCM
802
Wallace Capital Management
Texas
$386K – – –
RWM
803
Ritholtz Wealth Management
New York
$385K +$132K +840 +59%
GA
804
GraniteShares Advisors
New York
$384K -$17.7K -112 -5%
PCM
805
Pointe Capital Management
Michigan
$381K +$10.7K +68 +3%
BDWM
806
Brewin Dolphin Wealth Management
Ireland
$379K – – –
GL
807
Graypoint LLC
New York
$379K +$23.6K +150 +7%
FCI
808
Financial Counselors Inc
Kansas
$376K -$5.2K -33 -1%
GWS
809
Glassman Wealth Services
Virginia
$376K +$9.46K +60 +3%
AF
810
Advisornet Financial
Minnesota
$375K +$7.25K +46 +2%
PWM
811
Perigon Wealth Management
California
$374K +$7.72K +49 +2%
RIM
812
Reliant Investment Management
Tennessee
$373K -$68.6K -435 -17%
DI
813
DFPG Investments
Utah
$373K – – –
SHWM
814
Smith & Howard Wealth Management
Georgia
$373K – – –
BDF
815
Balasa Dinverno & Foltz
$372K – – –
GC
816
Gilbert & Cook
Iowa
$372K +$5.99K +38 +2%
SPC
817
Sigma Planning Corp
Michigan
$371K +$85.4K +542 +33%
BRWA
818
B. Riley Wealth Advisors
Florida
$370K -$111K -706 -25%
IGWM
819
ICA Group Wealth Management
Colorado
$368K +$367K +2,330 New
WCA
820
Westover Capital Advisors
Delaware
$365K -$71.1K -451 -17%
CWC
821
Carolinas Wealth Consulting
North Carolina
$365K +$4.73K +30 +1%
SWP
822
Strategic Wealth Partners
Ohio
$363K +$86.4K +548 +35%
CS
823
Comerica Securities
Michigan
$362K +$37.7K +239 +13%
WP
824
WealthSource Partners
California
$360K +$19.1K +121 +6%
JAG
825
Journey Advisory Group
Kentucky
$359K – – –
31 32
33
34 35