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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
T
801
TOBAM
France
$203K
NAG
802
Northstar Advisory Group
New Jersey
$203K +$197K +1,736 New
CCP
803
Clarkston Capital Partners
Michigan
$202K +$196K +1,725 New
HFM
804
Harvest Fund Management
China
$196K -$81.5K -717 -30%
KC
805
Kinloch Capital
Virginia
$196K +$190K +1,672 New
SWA
806
SOA Wealth Advisors
New York
$195K +$197K +1,738 New
PWM
807
Perigon Wealth Management
California
$189K +$183K +1,613 New
RIM
808
Rockbridge Investment Management
New York
$180K
MCM
809
Manchester Capital Management
Vermont
$174K -$568 -5 -0.3%
M
810
Mirova
France
$160K +$156K +1,371 New
FMII
811
Farmers & Merchants Investments Inc
Nebraska
$150K
CTC
812
Central Trust Company
Missouri
$148K -$154K -1,351 -52%
TF
813
Tompkins Financial
New York
$148K -$19.2K -169 -12%
SSB
814
Sandy Spring Bank
Maryland
$143K -$60.9K -536 -31%
SBSB
815
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K +$1.48K +13 +1%
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$139K -$11.5K -101 -8%
Jones Financial Companies
817
Jones Financial Companies
Missouri
$133K +$129K +1,136 New
NC
818
Nicholas Company
Wisconsin
$129K -$11.4K -100 -8%
HIA
819
Harbor Investment Advisory
Maryland
$126K -$13.9K -122 -10%
CWM
820
Curi Wealth Management
North Carolina
$126K +$123K +1,084 New
PCM
821
Penserra Capital Management
California
$125K -$55K -484 -31%
GC
822
Garde Capital
Washington
$125K +$122K +1,070 New
BWL
823
Bogart Wealth LLC
Virginia
$122K -$58.6K -516 -33%
BCA
824
Berman Capital Advisors
Georgia
$122K +$30.3K +267 +34%
ASBI
825
American State Bank (Iowa)
Iowa
$121K +$118K +1,035 New