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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
976
Cassaday & Co Wealth Management
Virginia
$468K -$17.1K -77 -4%
RMCM
977
Reynders McVeigh Capital Management
Massachusetts
$467K -$22.2K -100 -5%
CAM
978
Congress Asset Management
Massachusetts
$466K – – –
BCM
979
Brookstone Capital Management
Illinois
$464K +$7.55K +34 +2%
EH
980
Equitable Holdings
New York
$462K +$33.5K +151 +8%
GFP
981
Gryphon Financial Partners
Ohio
$462K +$84.4K +380 +22%
TL
982
Tradewinds LLC
North Carolina
$461K -$2.44K -11 -0.5%
SSWM
983
Smith Salley Wealth Management
North Carolina
$461K -$2.22K -10 -0.5%
SQA
984
Simon Quick Advisors
New Jersey
$460K +$52.2K +235 +13%
GEM
985
Global Endowment Management
North Carolina
$459K +$457K +2,059 New
KP
986
Keel Point
Alabama
$459K -$1.11K -5 -0.2%
CAC
987
Core Alternative Capital
Georgia
$459K – – –
AWM
988
Avior Wealth Management
Nebraska
$454K +$1.78K +8 +0.4%
SWP
989
Strategic Wealth Partners
Ohio
$454K +$32.6K +147 +8%
MIM
990
Merrion Investment Management
New Jersey
$453K – – –
TSS
991
Two Sigma Securities
New York
$453K -$289K -1,302 -39%
GWA
992
Gratus Wealth Advisors
Virginia
$453K – – –
MWM
993
Mosley Wealth Management
California
$452K – – –
MFA
994
Mayflower Financial Advisors
Massachusetts
$449K +$8.21K +37 +2%
KCM
995
Kornitzer Capital Management
Kansas
$446K +$222K +1,000 +100%
SCI
996
S&CO Inc
Massachusetts
$446K – – –
FMLI
997
Fukoku Mutual Life Insurance
Japan
$443K – – –
PVI
998
Pine Valley Investments
New Jersey
$443K -$35.3K -159 -7%
KCM
999
Kanawha Capital Management
Virginia
$437K -$9.54K -43 -2%
WCM
1000
Wallace Capital Management
Texas
$437K – – –
38 39
40
41 42