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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
676
YorkBridge Wealth Partners
New York
$26K – – –
MUS
677
Mitsubishi UFJ Securities
Japan
$25K +$22.7K +300 +1,500%
SPIA
678
Steward Partners Investment Advisory
New York
$24K -$5.97K -79 -20%
NCM
679
Nelson Capital Management
California
$23K -$15.1K -200 -40%
DBT
680
Dubuque Bank & Trust
Iowa
$22K -$10.7K -142 -33%
BWP
681
Baldwin Wealth Partners
Massachusetts
$22K – – –
TFO
682
Tarbox Family Office
California
$21K – – –
AW
683
Alpha Windward
Massachusetts
$21K +$2.27K +30 +13%
ACM
684
Armbruster Capital Management
New York
$20K +$19.4K +257 New
PHK
685
Point72 Hong Kong
Hong Kong
$19K -$106K -1,400 -85%
KF
686
Krilogy Financial
Missouri
$19K – – –
PCM
687
Prelude Capital Management
New York
$18K -$201K -2,667 -92%
MRCM
688
M&R Capital Management
New Jersey
$18K +$5.89K +78 +48%
DAM
689
Delta Asset Management
Tennessee
$17K – – –
PFBT
690
Parkside Financial Bank & Trust
Missouri
$16K +$6.57K +87 +77%
GEA
691
Glen Eagle Advisors
New Jersey
$15.1K +$14.7K +194 New
AOWM
692
Alpha Omega Wealth Management
Virginia
$14K – – –
BAM
693
Bruderman Asset Management
New York
$14K +$13.3K +176 New
HDIM
694
Hanson & Doremus Investment Management
Vermont
$13K – – –
MCIA
695
Mountain Capital Investment Advisors
Colorado
$13K +$12.4K +164 New
WIM
696
Westside Investment Management
California
$12.1K – – –
BFEC
697
Benjamin F. Edwards & Company
Missouri
$12K -$9.36K -124 -44%
SGAM
698
Smith Group Asset Management
Texas
$12K -$4.53K -60 -29%
IWM
699
IHT Wealth Management
Illinois
$12K +$7.55K +100 New
PFGIA
700
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$11.3K +149 New
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