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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
EIM
826
Essex Investment Management
Massachusetts
$588K
SOAM
827
SBI Okasan Asset Management
Japan
$583K
NCM
828
Noesis Capital Mangement
Florida
$583K
FSA
829
Fort Sheridan Advisors
Illinois
$582K
GIA
830
Gateway Investment Advisers
Ohio
$574K -$168K -1,007 -23%
MFS
831
Mirabella Financial Services
United Kingdom
$566K +$568K +3,395 New
OCA
832
OpenArc Corporate Advisory
Georgia
$565K +$73K +437 +15%
PE
833
PCM Encore
Colorado
$564K -$20.7K -124 -4%
PFA
834
Pure Financial Advisors
California
$564K +$304K +1,820 +117%
Capstone Investment Advisors
835
Capstone Investment Advisors
New York
$561K +$563K +3,366 New
AA
836
Armis Advisers
Georgia
$561K +$57.3K +343 +12%
FA
837
Faithward Advisors
Pennsylvania
$558K -$824K -4,927 -60%
LS
838
Livforsakringsbolaget Skandia
Sweden
$555K
SB
839
Strategic Blueprint
Georgia
$554K -$20.2K -121 -4%
BWAM
840
Boyd Watterson Asset Management
Ohio
$554K -$738K -4,413 -57%
KJWM
841
Kiley Juergens Wealth Management
Washington
$550K
DDC
842
DF Dent & Co
Maryland
$549K +$79.6K +476 +17%
FMI
843
Frec Markets Inc
California
$549K +$171K +1,022 +45%
WFPG
844
Waller Financial Planning Group
Ohio
$548K +$3.01K +18 +0.6%
PCM
845
Permanent Capital Management
Illinois
$542K
KBFS
846
Kohmann Bosshard Financial Services
Ohio
$541K
PAM
847
Parvin Asset Management
South Dakota
$538K
DSC
848
Duncker Streett & Co
Missouri
$533K
PCS
849
Personal CFO Solutions
New Jersey
$533K +$132K +791 +33%
YAIA
850
Yanni & Associates Investment Advisors
Pennsylvania
$530K