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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
726
Tompkins Financial
New York
$124K – – –
NC
727
Nicholas Company
Wisconsin
$121K -$107K -1,000 -42%
NSB
728
Norway Savings Bank
Maine
$121K +$149K +1,395 New
OPS
729
Orion Portfolio Solutions
Nebraska
$119K +$33.9K +318 +30%
HFM
730
Harvest Fund Management
China
$112K +$42.1K +395 +43%
SBSB
731
Sullivan, Bruyette, Speros & Blaney
Virginia
$111K – – –
CIA
732
CSat Investment Advisory
Michigan
$111K +$16.2K +152 +13%
FMII
733
Farmers & Merchants Investments Inc
Nebraska
$109K +$426 +4 +0.3%
MPWT
734
MassMutual Private Wealth & Trust
Connecticut
$106K -$28.4K -266 -18%
KLWA
735
Kelly Lawrence W & Associates
California
$104K -$21.3K -200 -14%
JWA
736
JFS Wealth Advisors
Pennsylvania
$104K – – –
RBC
737
Roble Belko & Company
Pennsylvania
$93K +$115K +1,079 New
MA
738
MUFG Americas
New York
$91K -$20.8K -195 -16%
AIS
739
Accurate Investment Solutions
Pennsylvania
$91K – – –
PHK
740
Point72 Hong Kong
Hong Kong
$87K -$76.2K -715 -42%
DWA
741
Dougherty Wealth Advisers
Minnesota
$85K – – –
CCM
742
Covington Capital Management
California
$84K -$6.61K -62 -6%
BFC
743
Bedel Financial Consulting
Indiana
$81K +$533 +5 +0.5%
SFSIG
744
San Francisco Sentry Investment Group
California
$76K -$82.1K -770 -47%
RWA
745
Ropes Wealth Advisors
Massachusetts
$74K – – –
WB
746
Webster Bank
Connecticut
$74K – – –
SNT
747
Security National Trust
West Virginia
$73K -$3.73K -35 -4%
HIA
748
Harbor Investment Advisory
Maryland
$71K +$1.39K +13 +2%
KFS
749
Kelly Financial Services
Massachusetts
$70.5K – – –
SIAS
750
Shine Investment Advisory Services
Colorado
$70K – – –
28 29
30
31 32