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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
876
Northeast Financial Consultants
Connecticut
$235K – – –
DA
877
Dillon & Associates
Michigan
$234K +$3.02K +20 +1%
M
878
Mirova
France
$234K +$20.7K +137 +10%
RIM
879
Rockbridge Investment Management
New York
$233K – – –
BOPW
880
Brandywine Oak Private Wealth
Pennsylvania
$230K -$21.8K -144 -9%
HFG
881
Heron Financial Group
New York
$230K – – –
GVAG
882
Great Valley Advisor Group
Delaware
$230K +$230K +1,518 New
CT
883
Columbia Trust
Oregon
$229K -$907 -6 -0.4%
HWMA
884
Heritage Wealth Management (Arizona)
Arizona
$229K +$22.7K +150 +11%
CFAM
885
Center For Asset Management
Florida
$229K +$229K +1,515 New
SWP
886
Strategic Wealth Partners
Ohio
$227K +$227K +1,499 New
DWM
887
Dakota Wealth Management
Florida
$226K +$226K +1,491 New
HPWM
888
Highland Private Wealth Management
Washington
$225K +$225K +1,489 New
PP
889
Patron Partners
Texas
$224K -$3.02K -20 -1%
VFA
890
Voya Financial Advisors
Connecticut
$221K -$45.5K -301 -17%
WA
891
Waverly Advisors
Alabama
$220K +$202K +1,335 New
TTWM
892
TCV Trust & Wealth Management
Virginia
$217K +$217K +1,432 New
PWM
893
Perigon Wealth Management
California
$215K +$214K +1,417 New
CBFP
894
Cedar Brook Financial Partners
Ohio
$214K -$22.4K -148 -9%
MC
895
Middleton & Co
Massachusetts
$214K +$213K +1,410 New
JIC
896
Joel Isaacson & Co
New York
$212K +$212K +1,401 New
MA
897
MUFG Americas
New York
$210K +$79K +522 +60%
CCA
898
Childress Capital Advisors
Texas
$210K +$210K +1,388 New
OL
899
Optas LLC
Texas
$210K +$210K +1,389 New
NED
900
Nancy E. Dempze
$210K +$210K +1,390 New
34 35
36
37 38