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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1351
SJS Investment Consulting
Ohio
$47K +$41.5K +231 +578%
GKIM
1352
GW&K Investment Management
Massachusetts
$47K -$6.29K -35 -11%
PWMA
1353
Pension & Wealth Management Advisors
Massachusetts
$45.8K – – –
DF
1354
Dunhill Financial
United Kingdom
$45.5K -$5.03K -28 -10%
M
1355
MOTCO
Texas
$44.9K -$4.5K -25 -9%
EI
1356
EFG International
$42.8K -$1.16M -6,453 -96%
AA
1357
Addison Advisors
Vermont
$42.5K -$24.3K -135 -36%
CA
1358
CoreCap Advisors
Michigan
$42.1K -$4.13K -23 -9%
UOTTAIMCU
1359
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$42.1K – – –
FPF
1360
First Pacific Financial
Washington
$41.3K +$8.81K +49 +26%
SC
1361
Solstein Capital
California
$40.1K +$17.3K +96 +71%
CAL
1362
Capital Analysts LLC
Pennsylvania
$40K +$10.1K +56 +33%
TF
1363
Tompkins Financial
New York
$39.7K -$17.6K -98 -30%
KFAS
1364
Keating Financial Advisory Services
Kansas
$39.5K -$20.3K -113 -33%
RWM
1365
Rialto Wealth Management
New York
$39.5K +$899 +5 +2%
FFA
1366
Frazier Financial Advisors
Ohio
$38.3K +$7.19K +40 +22%
WIM
1367
Westside Investment Management
California
$38.1K -$5.93K -33 -13%
SA
1368
Scarborough Advisors
Maryland
$37.6K +$39K +217 New
HDIM
1369
Hanson & Doremus Investment Management
Vermont
$36K – – –
PGAM
1370
Princeton Global Asset Management
New Jersey
$35.9K -$22.3K -124 -37%
JSAM
1371
J. Safra Asset Management
New York
$35.3K -$11.5K -64 -24%
FFO
1372
Fortitude Family Office
Arizona
$35K +$15.1K +84 +71%
SWM
1373
SHP Wealth Management
Massachusetts
$34.8K +$11.1K +62 +45%
TCA
1374
Trifecta Capital Advisors
Illinois
$34.7K -$8.99K -50 -20%
SG
1375
Sankala Group
Colorado
$34.4K – – –
53 54
55
56 57