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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1001
Cynosure Group
Utah
$504K +$13.4K +59 +3%
MSCM
1002
McElhenny Sheffield Capital Management
Texas
$502K +$467K +2,059 New
CAC
1003
Core Alternative Capital
Georgia
$497K -$4.31K -19 -0.9%
MIM
1004
Merrion Investment Management
New Jersey
$496K – – –
OL
1005
Optas LLC
Texas
$494K -$9.98K -44 -2%
ACM
1006
Andina Capital Management
Utah
$494K +$459K +2,025 New
HFM
1007
Harvest Fund Management
China
$494K +$148K +654 +48%
PFA
1008
Pure Financial Advisors
California
$493K +$105K +462 +30%
EA
1009
Everpar Advisors
Oklahoma
$492K -$37.4K -165 -8%
OFO
1010
OneAscent Family Office
Alabama
$492K +$458K +2,018 New
SWP
1011
Stratos Wealth Partners
Ohio
$490K -$238K -1,050 -34%
KCM
1012
Kornitzer Capital Management
Kansas
$488K – – –
SCI
1013
S&CO Inc
Massachusetts
$488K – – –
ECM
1014
Evergreen Capital Management
Washington
$488K +$36.1K +159 +9%
FMLI
1015
Fukoku Mutual Life Insurance
Japan
$484K – – –
KCM
1016
Kanawha Capital Management
Virginia
$478K – – –
WCM
1017
Wallace Capital Management
Texas
$478K – – –
AWM
1018
Avior Wealth Management
Nebraska
$477K +$681 +3 +0.2%
GWA
1019
Gratus Wealth Advisors
Virginia
$475K -$25.9K -114 -6%
CFG
1020
CKW Financial Group
Hawaii
$474K +$681 +3 +0.2%
PA
1021
Prossimo Advisors
California
$473K +$6.58K +29 +2%
OCG
1022
Opus Capital Group
Ohio
$470K +$10.9K +48 +3%
EW
1023
Evoke Wealth
California
$469K +$61K +269 +16%
TL
1024
Tradewinds LLC
North Carolina
$468K -$13.6K -60 -3%
WCA
1025
Westover Capital Advisors
Delaware
$459K +$8.62K +38 +2%
39 40
41
42 43