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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
651
Summit Financial
New Jersey
$1.48M -$34.5K -173 -2%
FRM
652
Fox Run Management
Connecticut
$1.47M +$1.43M +7,157 New
LI
653
LMCG Investments
Massachusetts
$1.43M -$71.2K -357 -5%
RFP
654
RCS Financial Planning
Maryland
$1.42M +$199 +1 +0%
WPC
655
Wedmont Private Capital
Pennsylvania
$1.39M +$11.8K +59 +0.9%
ST
656
Smithfield Trust
Pennsylvania
$1.39M +$13K +65 +1%
BWAM
657
Boyd Watterson Asset Management
Ohio
$1.38M +$131K +659 +11%
PA
658
Pinnacle Associates
New York
$1.37M -$8.17K -41 -0.6%
WI
659
Wintrust Investments
Illinois
$1.36M -$25.5K -128 -2%
VWM
660
Venturi Wealth Management
Texas
$1.35M +$286K +1,433 +28%
CCA
661
Checchi Capital Advisers
California
$1.34M +$19.3K +97 +2%
EIA
662
Edgemoor Investment Advisors
Maryland
$1.33M -$5.18K -26 -0.4%
EWM
663
Elmwood Wealth Management
California
$1.32M +$561K +2,814 +79%
CFG
664
Citizens Financial Group
Rhode Island
$1.31M -$2.19K -11 -0.2%
PA
665
Parallel Advisors
California
$1.3M +$98.3K +493 +8%
DDC
666
DF Dent & Co
Maryland
$1.3M +$39.1K +196 +3%
EB
667
Exchange Bank
California
$1.29M -$5.78K -29 -0.5%
FWCM
668
Ferguson Wellman Capital Management
Oregon
$1.28M +$996 +5 +0.1%
GF
669
Gries Financial
Ohio
$1.27M -$60.4K -303 -5%
NSB
670
Norway Savings Bank
Maine
$1.27M +$69.8K +350 +6%
UBG
671
United Bank (Georgia)
Georgia
$1.26M +$12.8K +64 +1%
CWP
672
Concord Wealth Partners
Virginia
$1.26M -$1.99K -10 -0.2%
AI
673
AXS Investments
New York
$1.26M -$184K -922 -13%
PWPS
674
Pinnacle Wealth Planning Services
Ohio
$1.25M -$5.58K -28 -0.5%
PGFC
675
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$5.58K -28 -0.5%
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