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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
901
TFB Advisors
Kansas
$305K +$2.83K +17 +0.9%
KC
902
Kinloch Capital
Virginia
$304K -$8.66K -52 -3%
CRI
903
Colonial River Investments
Virginia
$302K +$13.2K +79 +5%
PCM
904
Parsons Capital Management
Rhode Island
$301K – – –
TTWM
905
TCV Trust & Wealth Management
Virginia
$299K +$57.6K +346 +24%
CT
906
Cambridge Trust
Massachusetts
$299K -$11.3K -68 -4%
NHT
907
New Hampshire Trust
New Hampshire
$296K -$4.17K -25 -1%
NL
908
NWAM LLC
Washington
$296K +$8K +48 +3%
TC
909
TwinBeech Capital
New York
$295K -$12.8M -76,989 -98%
CSWM
910
Cassady Schiller Wealth Management
Ohio
$295K – – –
SCM
911
Stevens Capital Management
Pennsylvania
$292K +$292K +1,753 New
PMFA
912
Plante Moran Financial Advisors
Michigan
$288K +$333 +2 +0.1%
RFN
913
RDA Financial Network
Iowa
$288K -$1.17K -7 -0.4%
BEI
914
Benjamin Edwards Inc
Missouri
$288K +$33.5K +201 +13%
CCP
915
Clarkston Capital Partners
Michigan
$287K – – –
OL
916
Optas LLC
Texas
$287K +$14.2K +85 +5%
RWM
917
RKL Wealth Management
Pennsylvania
$285K -$1.67K -10 -0.6%
JFL
918
Jarislowsky, Fraser Ltd
Quebec, Canada
$283K – – –
CGA
919
Crescent Grove Advisors
Illinois
$283K +$75.5K +453 +36%
AC
920
Avestar Capital
New York
$281K +$48.1K +289 +21%
SGWM
921
Sterling Group Wealth Management
California
$277K – – –
GVAG
922
Great Valley Advisor Group
Delaware
$277K +$277K +1,662 New
MM
923
MQS Management
New York
$277K +$277K +1,663 New
CHP
924
Cable Hill Partners
Oregon
$276K +$28.7K +172 +12%
NPF
925
Norris Perne & French
Michigan
$275K – – –
35 36
37
38 39