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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
851
Founders Financial Securities
Maryland
$808K -$86.2K -382 -9%
AFP
852
Ausdal Financial Partners
Iowa
$808K -$16.7K -74 -2%
HCM
853
Howard Capital Management
Georgia
$807K +$211K +934 +34%
OWM
854
Opes Wealth Management
California
$806K +$833K +3,688 New
SRWM
855
Shira Ridge Wealth Management
California
$802K -$11.7K -52 -1%
PCIA
856
Prime Capital Investment Advisors
Kansas
$801K -$247K -1,093 -23%
CIM
857
Contravisory Investment Management
Massachusetts
$794K +$2.48K +11 +0.3%
CT
858
Caldwell Trust
Florida
$791K – – –
WBC
859
Westpac Banking Corp
Australia
$790K – – –
CAMG
860
CWA Asset Management Group
Florida
$790K +$40K +177 +5%
GFM
861
GF Fund Management
China
$787K +$813K +3,601 New
ATS
862
Ashton Thomas Securities
New York
$787K -$15.1K -67 -2%
VIP
863
Vista Investment Partners
Oklahoma
$787K – – –
AC
864
Avestar Capital
New York
$787K +$137K +609 +20%
FFM
865
Forum Financial Management
Illinois
$785K +$85.8K +380 +12%
LFM
866
LGT Fund Management
Liechtenstein
$777K +$297K +1,314 +59%
MA
867
Mutual Advisors
Nebraska
$776K +$26.6K +118 +3%
NICM
868
Neo Ivy Capital Management
New York
$767K +$792K +3,510 New
SA
869
SRN Advisors
Pennsylvania
$766K +$46.7K +207 +6%
TGAM
870
TBH Global Asset Management
Tennessee
$766K +$790K +3,501 New
NCM
871
Noesis Capital Mangement
Florida
$765K – – –
EH
872
Equitable Holdings
New York
$764K +$112K +496 +17%
N
873
Numerai
California
$763K +$788K +3,491 New
LFAS
874
Level Four Advisory Services
Texas
$761K -$3.84K -17 -0.5%
BWM
875
Buckley Wealth Management
Nevada
$761K -$4.97K -22 -0.6%
33 34
35
36 37