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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
876
Solstein Capital
California
$61K +$57.9K +503 New
ICM
877
Islay Capital Management
Texas
$55K – – –
LC
878
Lindbrook Capital
California
$55K +$1.15K +10 +2%
JGIA
879
Jackson Grant Investment Advisers
Connecticut
$53K +$115 +1 +0.2%
NO
880
Ninety One
South Africa
$52K – – –
FHC
881
First Horizon Corporation
Tennessee
$52K +$1.15K +10 +2%
GEA
882
Glen Eagle Advisors
New Jersey
$51.8K – – –
AWM
883
Avior Wealth Management
Nebraska
$49K -$3.92K -34 -8%
EIP
884
Ellis Investment Partners
Pennsylvania
$49K – – –
GAM
885
Gemmer Asset Management
California
$49K – – –
RTC
886
Riverview Trust Company
Washington
$49K – – –
VCM
887
Versant Capital Management
Arizona
$48K +$921 +8 +2%
SCM
888
Silvant Capital Management
Georgia
$44K – – –
EFSCE
889
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$2.99K +26 +8%
EW
890
Evoke Wealth
California
$44K +$27.6K +240 +194%
FBT
891
First Bank & Trust
South Dakota
$42K -$9.56K -83 -20%
TFO
892
Tarbox Family Office
California
$42K -$1.5K -13 -4%
CG
893
Cutler Group
California
$42K +$40.3K +350 New
GI
894
Gradient Investments
Minnesota
$41K -$2.65K -23 -6%
MFA
895
McClarren Financial Advisors
Pennsylvania
$40K – – –
PCIA
896
Prime Capital Investment Advisors
Kansas
$40K +$38.1K +331 New
DAC
897
Dividend Assets Capital
South Carolina
$37K – – –
HWM
898
HighMark Wealth Management
Minnesota
$37K +$115 +1 +0.3%
SLF
899
Sun Life Financial
Ontario, Canada
$37K +$115 +1 +0.3%
TF
900
TimeScale Financial
Massachusetts
$37K +$230 +2 +0.7%
34 35
36
37 38