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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
DK
576
Darrell & King
Virginia
$222K
SFSG
577
Stearns Financial Services Group
North Carolina
$222K
KFA
578
Kelleher Financial Advisors
New York
$221K
BFM
579
Boston Financial Management
Massachusetts
$220K
WIP
580
Wellesley Investment Partners
Massachusetts
$220K
WB
581
WesBanco Bank
West Virginia
$217K +$210K +2,942 New
LJHT
582
Laurie J. Hall Trustee
$216K -$7.15K -100 -3%
PCM
583
Prelude Capital Management
New York
$214K
ZCA
584
Zeke Capital Advisors
Pennsylvania
$214K +$207K +2,896 New
IC
585
InterOcean Capital
Illinois
$211K -$58.1K -813 -22%
AGM
586
Alpine Global Management
New York
$210K +$203K +2,841 New
BRM
587
Boston Research & Management
Massachusetts
$208K +$202K +2,820 New
BOTW
588
Bank of the West
California
$207K -$39.3K -550 -16%
LC
589
Lourd Capital
California
$207K +$200K +2,805 New
PP
590
Prudential plc
United Kingdom
$206K -$16.4K -229 -8%
HHMI
591
Howard Hughes Medical Institute
Maryland
$206K +$199K +2,788 New
BSW
592
Buckingham Strategic Wealth
Missouri
$205K -$21.7K -304 -10%
SI
593
Scout Investments
Missouri
$205K +$198K +2,770 New
JWM
594
Jacobus Wealth Management
Wisconsin
$203K
FB
595
Fulton Bank
Pennsylvania
$201K +$194K +2,713 New
Fuller & Thaler Asset Management
596
Fuller & Thaler Asset Management
California
$200K
SWA
597
Sutton Wealth Advisors
Florida
$192K
RA
598
Rational Advisors
New York
$191K +$23K +322 +14%
VCM
599
Vigilant Capital Management
Maine
$188K
QCG
600
Quadrant Capital Group
Ohio
$188K +$5.64K +79 +3%