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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
851
Banco Santander
Spain
$205K +$195K +1,458 New
SB
852
Sunflower Bank
Texas
$201K +$191K +1,428 New
BB
853
Busey Bank
Illinois
$200K +$191K +1,425 New
M
854
Mirova
France
$198K -$30.3K -226 -14%
HWMA
855
Heritage Wealth Management (Arizona)
Arizona
$191K -$7.37K -55 -4%
FMII
856
Farmers & Merchants Investments Inc
Nebraska
$190K +$9.52K +71 +6%
SWM
857
Spire Wealth Management
Virginia
$189K -$68.5K -511 -28%
HI
858
Harbour Investments
Wisconsin
$189K +$28.8K +215 +19%
MPWT
859
MassMutual Private Wealth & Trust
Connecticut
$165K -$536 -4 -0.3%
HIA
860
Harbor Investment Advisory
Maryland
$160K +$7.37K +55 +5%
PCG
861
Private Capital Group
Connecticut
$158K -$2.41K -18 -2%
EI
862
Ellevest Inc
New York
$157K +$66.9K +499 +81%
GC
863
Garde Capital
Washington
$151K – – –
IA
864
IFP Advisors
Florida
$150K -$127K -944 -47%
CCM
865
Covington Capital Management
California
$150K +$13.4K +100 +10%
ASBI
866
American State Bank (Iowa)
Iowa
$146K – – –
FGAM
867
Financial Gravity Asset Management
Texas
$141K +$1.21K +9 New
TAIM
868
TD Ameritrade Investment Management
Nebraska
$141K +$35.4K +264 +36%
DWA
869
Dougherty Wealth Advisers
Minnesota
$139K – – –
PMFA
870
Plante Moran Financial Advisors
Michigan
$137K +$134 +1 +0.1%
BWM
871
BerganKDV Wealth Management
Minnesota
$133K – – –
HCP
872
Hexagon Capital Partners
Arkansas
$132K +$4.83K +36 +4%
BFC
873
Bedel Financial Consulting
Indiana
$131K – – –
GWM
874
Geneos Wealth Management
Colorado
$130K -$52.7K -393 -30%
CWP
875
Concord Wealth Partners
Virginia
$130K -$16.1K -120 -11%
33 34
35
36 37