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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
976
Foguth Wealth Management
Michigan
$527K -$9.71K -43 -2%
CBUSF
977
Construction & Building Unions Superannuation Fund
Australia
$525K -$452K -2,000 -45%
GCP
978
GSA Capital Partners
United Kingdom
$524K +$541K +2,398 New
PCA
979
Pallas Capital Advisors
Massachusetts
$522K -$216K -958 -29%
EHWM
980
Eads & Heald Wealth Management
Georgia
$521K -$16.9K -75 -3%
PMSA
981
Patrick M. Sweeney & Associates
Illinois
$519K +$10.2K +45 +2%
JWCA
982
J.W. Cole Advisors
Florida
$517K +$144K +638 +37%
PIA
983
Powell Investment Advisors
Florida
$516K – – –
PSP
984
Principal Street Partners
Tennessee
$512K +$264K +1,171 +100%
ALAM
985
Asahi Life Asset Management
Japan
$512K +$528K +2,340 New
JHP
986
James Hambro & Partners
United Kingdom
$509K -$109K -485 -17%
SMF
987
Scott Marsh Financial
Utah
$508K +$525K +2,324 New
JFL
988
Jarislowsky, Fraser Ltd
Quebec, Canada
$508K +$141K +623 +37%
WANY
989
Wealthspire Advisors (New York)
New York
$507K -$275K -1,219 -34%
DOA
990
D'Orazio & Associates
Virginia
$500K -$13.5K -60 -3%
AA
991
Alta Advisers
United Kingdom
$498K – – –
ACM
992
Advisors Capital Management
New Jersey
$492K -$37.5K -166 -7%
IWM
993
IHT Wealth Management
Illinois
$492K -$12.4K -55 -2%
BAM
994
Blueshift Asset Management
New Jersey
$492K +$507K +2,248 New
BAM
995
Berkshire Asset Management
Pennsylvania
$491K -$37.5K -166 -7%
IA
996
Intellus Advisors
Florida
$490K – – –
CCP
997
Clarkston Capital Partners
Michigan
$486K +$113K +500 +29%
BRWA
998
B. Riley Wealth Advisors
Florida
$485K +$501K +2,218 New
LAM
999
L2 Asset Management
Massachusetts
$483K +$28.9K +128 +6%
FCG
1000
Fielder Capital Group
Tennessee
$482K -$40.4K -179 -8%
38 39
40
41 42