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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
SignatureFD
Georgia
$425K +$21.6K +207 +6%
QCG
602
Quadrant Capital Group
Ohio
$424K +$20.7K +198 +5%
CT
603
Caldwell Trust
Florida
$423K +$397K +3,800 New
HCM
604
Hutchinson Capital Management
California
$420K -$1.25K -12 -0.3%
MGIA
605
Matthew Goff Investment Advisor
Texas
$418K – – –
PP
606
PDT Partners
New York
$413K +$387K +3,706 New
TBA
607
Tower Bridge Advisors
Pennsylvania
$412K – – –
SRAM
608
Stone Ridge Asset Management
New York
$405K – – –
FHA
609
Flagship Harbor Advisors
Massachusetts
$402K +$104 +1 +0%
JMFC
610
J.M. Forbes & Co
Massachusetts
$401K – – –
CGL
611
Clarius Group LLC
Washington
$399K +$27.6K +264 +8%
TCOV
612
Trust Company of Vermont
Vermont
$395K – – –
SWM
613
Stockman Wealth Management
Montana
$392K -$1.04K -10 -0.3%
DADC
614
D.A. Davidson & Co
Montana
$391K – – –
NCM
615
Noesis Capital Mangement
Florida
$390K – – –
T
616
TrueFG
Texas
$390K +$366K +3,500 New
CIAS
617
Capital Investment Advisory Services
North Carolina
$385K -$10.9K -104 -3%
WSFS
618
Wilmington Savings Fund Society
Delaware
$384K +$8.15K +78 +2%
VF
619
Virtu Financial
New York
$382K -$4.7K -45 -1%
CAG
620
Csenge Advisory Group
Florida
$379K -$40.8K -391 -10%
RL
621
Ruffer LLP
United Kingdom
$379K -$25.1K -240 -7%
SCM
622
SOL Capital Management
Maryland
$375K -$52.2K -500 -13%
BFEC
623
Benjamin F. Edwards & Company
Missouri
$373K – – –
DW
624
Domani Wealth
Pennsylvania
$372K – – –
FB
625
Fulton Bank
Pennsylvania
$371K – – –
23 24
25
26 27