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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
876
First Horizon Corporation
Tennessee
$49K +$17K +150 +56%
EIP
877
Ellis Investment Partners
Pennsylvania
$48K – – –
GAM
878
Gemmer Asset Management
California
$48K – – –
RTC
879
Riverview Trust Company
Washington
$47K – – –
CCC
880
Crescent Capital Consulting
Louisiana
$47K +$45.4K +400 New
VCM
881
Versant Capital Management
Arizona
$45K – – –
MLFP
882
MPS Loria Financial Planners
Illinois
$45K +$45.1K +397 New
JFGIW
883
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K – – –
GI
884
Gradient Investments
Minnesota
$42K -$11.9K -105 -22%
TFO
885
Tarbox Family Office
California
$42K -$227 -2 -0.6%
SCM
886
Silvant Capital Management
Georgia
$42K – – –
EFSCE
887
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$3.98K -35 -10%
MFA
888
McClarren Financial Advisors
Pennsylvania
$38K +$37.3K +328 New
HWM
889
HighMark Wealth Management
Minnesota
$36K +$114 +1 +0.3%
SLF
890
Sun Life Financial
Ontario, Canada
$35K -$227 -2 -0.7%
TF
891
TimeScale Financial
Massachusetts
$35K +$114 +1 +0.3%
AA
892
Addison Advisors
Vermont
$35K +$33.7K +297 New
DAC
893
Dividend Assets Capital
South Carolina
$35K +$34.1K +300 New
POIA
894
Pin Oak Investment Advisors
Texas
$34K – – –
GLLW
895
Graves Light Lenhart Wealth
Virginia
$34K +$33K +290 New
EWA
896
Evolution Wealth Advisors
Florida
$31K – – –
FHA
897
First Horizon Advisors
Tennessee
$29K -$10.1K -89 -26%
PFGIA
898
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$2.27K -20 -7%
IAIM
899
International Assets Investment Management
Florida
$29K +$27.8K +245 New
SL
900
Savior LLC
Massachusetts
$27K -$909 -8 -3%
34 35
36
37 38