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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1326
Teza Capital Management
Illinois
$219K -$1.23M -5,421 -86%
CCA
1327
Cottonwood Capital Advisors
Utah
$219K -$39K -172 -16%
ABC
1328
Associated Banc-Corp
Wisconsin
$219K +$203K +896 New
MWA
1329
Mills Wealth Advisors
Texas
$218K +$203K +895 New
NFP
1330
Narus Financial Partners
Utah
$218K +$203K +895 New
PPA
1331
Painted Porch Advisors
California
$218K – – –
NI
1332
Natural Investments
California
$218K +$203K +896 New
WPW
1333
Watershed Private Wealth
Illinois
$218K +$202K +892 New
RC
1334
Roundview Capital
New Jersey
$217K +$202K +890 New
BONST
1335
Bank of Nova Scotia Trust
Ontario, Canada
$217K +$202K +889 New
CHP
1336
Cable Hill Partners
Oregon
$216K +$216K +954 New
OCM
1337
One Capital Management
California
$215K +$200K +882 New
CS
1338
Cannell & Spears
New York
$215K +$199K +879 New
CP
1339
Clarendon Private
Massachusetts
$214K +$199K +877 New
QL
1340
Quarry LP
New York
$214K -$69.2K -305 -26%
GSF
1341
Grove Street Fiduciary
New Hampshire
$214K +$199K +875 New
GA
1342
Goldstein Advisors
Wisconsin
$213K +$198K +871 New
BWM
1343
Baron Wealth Management
Michigan
$212K +$197K +870 New
BWL
1344
Bogart Wealth LLC
Virginia
$212K +$56.7K +250 +41%
DFA
1345
DHK Financial Advisors
New Hampshire
$211K +$196K +866 New
HI
1346
Humankind Investments
New York
$211K +$196K +864 New
SP
1347
Stablepoint Partners
Massachusetts
$210K +$195K +861 New
WC
1348
Waterloo Capital
Texas
$210K +$195K +859 New
VCM
1349
Virtue Capital Management
Tennessee
$208K +$194K +854 New
PIN
1350
Prudent Investors Network
California
$208K +$193K +851 New
52 53
54
55 56