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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$50K -$1.32K -13 -3%
GWM
802
Geneos Wealth Management
Colorado
$49K -$4.05K -40 -8%
GI
803
Gradient Investments
Minnesota
$48K +$10.2K +101 +29%
PI
804
PineBridge Investments
New York
$47K +$44.2K +437 New
FBT
805
First Bank & Trust
South Dakota
$46K -$12K -119 -22%
JGIA
806
Jackson Grant Investment Advisers
Connecticut
$46K +$202 +2 +0.5%
GEA
807
Glen Eagle Advisors
New Jersey
$45.6K – – –
LC
808
Lindbrook Capital
California
$45K -$9.21K -91 -18%
GAM
809
Gemmer Asset Management
California
$44K – – –
TI
810
tru Independence
Oregon
$44K – – –
EIP
811
Ellis Investment Partners
Pennsylvania
$43K -$9.52K -94 -19%
RTC
812
Riverview Trust Company
Washington
$43K – – –
AFS
813
Aft Forsyth & Sober
Florida
$43K +$40.5K +400 New
VAIA
814
Virtus Alternative Investment Advisers
Connecticut
$42K -$38.8K -383 -49%
AWM
815
Avior Wealth Management
Nebraska
$42K +$38.8K +383 +2,253%
EFSCE
816
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$101 -1 -0.3%
VCM
817
Versant Capital Management
Arizona
$41K +$1.72K +17 +5%
JFGIW
818
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K -$211K -2,089 -85%
SC
819
Solstein Capital
California
$40K – – –
ICM
820
Islay Capital Management
Texas
$38K -$15.2K -150 -30%
KPCM
821
Kings Point Capital Management
New York
$38K -$7.59K -75 -17%
SCM
822
Silvant Capital Management
Georgia
$38K – – –
TFO
823
Tarbox Family Office
California
$36K +$1.42K +14 +4%
ZB
824
Zions Bancorporation
Utah
$36K +$3.14K +31 +10%
HWM
825
HighMark Wealth Management
Minnesota
$33K +$202 +2 +0.7%
31 32
33
34 35