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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1101
Perpetual Ltd
Australia
$227K – – –
EHC
1102
Everett Harris & Co
California
$227K -$12.8K -66 -5%
SPA
1103
Sherbrooke Park Advisers
New York
$225K +$230K +1,189 New
TI
1104
Truepoint Inc
Ohio
$225K +$230K +1,188 New
WSTAM
1105
Wilbanks Smith & Thomas Asset Management
Virginia
$224K -$8.7K -45 -4%
CMBA
1106
C.M. Bidwell & Associates
Hawaii
$224K +$228K +1,182 New
GKWIM
1107
Gerber Kawasaki Wealth & Investment Management
California
$224K – – –
WMA
1108
Wealth Management Associates
New Jersey
$224K -$21.6K -112 -9%
RPC
1109
Rossmore Private Capital
Connecticut
$224K -$773 -4 -0.3%
SW
1110
SlateStone Wealth
Florida
$223K +$228K +1,179 New
ETC
1111
Exchange Traded Concepts
Oklahoma
$222K -$1.69M -8,747 -88%
MW
1112
Marcum Wealth
Ohio
$221K -$6.96K -36 -3%
GSEP
1113
Golden State Equity Partners
California
$221K +$225K +1,166 New
CCA
1114
Cottonwood Capital Advisors
Utah
$220K +$225K +1,162 New
HCM
1115
Hollencrest Capital Management
California
$219K +$1.74K +9 +0.8%
FWA
1116
FSM Wealth Advisors
Ohio
$219K -$1.93K -10 -0.9%
WFA
1117
WestHill Financial Advisors
California
$218K -$7.92K -41 -3%
AF
1118
Allworth Financial
California
$218K +$6.18K +32 +3%
LS
1119
Livforsakringsbolaget Skandia
Sweden
$217K +$83.9K +434 +61%
SW
1120
Schulz Wealth
Texas
$215K +$219K +1,135 New
SCP
1121
Sivia Capital Partners
California
$215K +$219K +1,134 New
EP
1122
Edgestream Partners
New Jersey
$214K -$140K -726 -39%
BMO
1123
Beck Mack & Oliver
New York
$212K – – –
HCP
1124
Hexagon Capital Partners
Arkansas
$212K +$88.3K +457 +69%
GWANC
1125
Guardian Wealth Advisors (North Carolina)
North Carolina
$211K -$193 -1 -0.1%
43 44
45
46 47