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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
926
Crescent Grove Advisors
Illinois
$237K +$160 +1 +0.1%
CM
927
Capital Management
Virginia
$236K – – –
CAM
928
Carret Asset Management
New York
$236K – – –
LSA
929
Leonteq Securities AG
Switzerland
$234K +$30.8K +192 +14%
LSA
930
Lion Street Advisors
Texas
$234K -$642 -4 -0.3%
AP
931
Appleton Partners
Massachusetts
$234K – – –
AG
932
AlphaSimPlex Group
Massachusetts
$233K -$40.6K -253 -14%
GFP
933
Gryphon Financial Partners
Ohio
$233K +$40.1K +250 +19%
B
934
Bailard
California
$232K -$9.63K -60 -4%
RIM
935
Rockbridge Investment Management
New York
$232K -$14.1K -88 -5%
ETH
936
Exos TFP Holdings
New York
$231K +$248K +1,545 New
GLA
937
Great Lakes Advisors
Illinois
$230K -$802 -5 -0.3%
KIG
938
Kessler Investment Group
Indiana
$229K +$11.4K +71 +5%
AA
939
AlphaCentric Advisors
Puerto Rico
$229K +$246K +1,531 New
DA
940
Dillon & Associates
Michigan
$228K – – –
VFA
941
Voya Financial Advisors
Connecticut
$228K +$1.6K +10 +0.7%
WB
942
WesBanco Bank
West Virginia
$228K +$3.53K +22 +1%
AC
943
Asio Capital
Kentucky
$224K – – –
PAM
944
Paradigm Asset Management
New York
$224K -$32.1K -200 -12%
FHA
945
Flagship Harbor Advisors
Massachusetts
$222K +$239K +1,489 New
WMA
946
Wealth Management Associates
New Jersey
$220K -$39.8K -248 -14%
WSTAM
947
Wilbanks Smith & Thomas Asset Management
Virginia
$220K -$32.1K -200 -12%
PP
948
Patron Partners
Texas
$220K -$10.1K -63 -4%
TTWM
949
TCV Trust & Wealth Management
Virginia
$219K +$2.57K +16 +1%
LFA
950
Legacy Financial Advisors
Kentucky
$218K +$18.9K +118 +9%
36 37
38
39 40