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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
CTC Capital Management
Illinois
$970K +$1.04M +6,500 New
AIP
602
Ameritas Investment Partners
Nebraska
$968K -$22.3K -139 -2%
MCM
603
MAI Capital Management
Ohio
$968K +$489K +3,045 +88%
IC
604
Inverness Counsel
New York
$963K +$82.6K +515 +9%
CNC
605
Canandaigua National Corp
New York
$962K -$52.9K -330 -5%
CNC
606
Citizens & Northern Corp
Pennsylvania
$962K +$2.41K +15 +0.2%
AWM
607
Aries Wealth Management
Maine
$955K – – –
SFI
608
Susquehanna Fundamental Investments
Pennsylvania
$953K +$1.02M +6,386 New
EWA
609
EverSource Wealth Advisors
Alabama
$934K -$146K -907 -13%
GF
610
Gries Financial
Ohio
$927K – – –
DLA
611
Douglas Lane & Associates
New York
$925K – – –
WG
612
Winton Group
United Kingdom
$924K -$859K -5,355 -46%
HFS
613
Hantz Financial Services
Michigan
$919K +$18.9K +118 +2%
CI
614
Cigna Investments
Connecticut
$917K -$50.4K -314 -5%
BWAM
615
Boyd Watterson Asset Management
Ohio
$917K -$11.2K -70 -1%
DY
616
Dowling & Yahnke
California
$909K +$102K +633 +12%
SIA
617
SkyView Investment Advisors
New Jersey
$888K -$34K -212 -3%
WPA
618
West Paces Advisors
Georgia
$886K -$38K -237 -4%
SICM
619
Sustainable Insight Capital Management
New York
$884K +$950K +5,923 New
FWCM
620
Ferguson Wellman Capital Management
Oregon
$883K -$28.9K -180 -3%
MTIC
621
Missouri Trust & Investment Company
Missouri
$881K -$36.4K -227 -4%
SCM
622
Shelton Capital Management
Colorado
$875K -$9.15K -57 -1%
KWM
623
Kingsview Wealth Management
Oregon
$873K +$83.8K +522 +10%
ECM
624
Element Capital Management
New York
$872K – – –
IAN
625
Integrated Advisors Network
Texas
$871K -$31.8K -198 -3%
23 24
25
26 27