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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
626
Summit Financial
New Jersey
$1.47M -$375K -2,084 -20%
FFA
627
Farther Finance Advisors
California
$1.47M +$70.5K +392 +5%
ET
628
Equitable Trust
Tennessee
$1.46M +$159K +887 +12%
DWA
629
Delap Wealth Advisory
Oregon
$1.45M – – –
SCM
630
Shelton Capital Management
Colorado
$1.45M -$13.5K -75 -0.9%
GT
631
Greenleaf Trust
Michigan
$1.43M -$213K -1,185 -13%
PCM
632
Polymer Capital Management
New York
$1.41M +$346K +1,924 +31%
DBIA
633
Dumont & Blake Investment Advisors
New Jersey
$1.4M -$17.8K -99 -1%
GI
634
GAMMA Investing
California
$1.4M +$456K +2,539 +46%
EWM
635
Evercore Wealth Management
New York
$1.4M – – –
SC
636
Stance Capital
Massachusetts
$1.39M +$74.1K +412 +5%
PS
637
Principal Securities
Iowa
$1.38M +$136K +756 +10%
MJRIC
638
Mogy Joel R Investment Counsel
California
$1.38M -$1.16M -6,468 -45%
RT
639
Rockland Trust
Massachusetts
$1.38M -$584K -3,246 -29%
KAS
640
Kestra Advisory Services
Texas
$1.37M -$413K -2,295 -23%
FT
641
Fiduciary Trust
Massachusetts
$1.35M -$378K -2,101 -21%
LF
642
Lantz Financial
Illinois
$1.35M +$3.77K +21 +0.3%
LCM
643
Landscape Capital Management
New Jersey
$1.35M -$3.39M -18,851 -71%
BWAM
644
Boyd Watterson Asset Management
Ohio
$1.34M +$170K +945 +14%
EFS
645
Essex Financial Services
Connecticut
$1.34M +$131K +731 +10%
CIC
646
Chilton Investment Company
Connecticut
$1.34M +$486K +2,703 +54%
MWM
647
Mission Wealth Management
California
$1.31M -$163K -906 -11%
IA
648
IFP Advisors
Florida
$1.31M -$277K -1,538 -17%
PCA
649
Pallas Capital Advisors
Massachusetts
$1.3M +$472K +2,626 +54%
PCM
650
Penserra Capital Management
California
$1.3M +$865K +4,812 +178%
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