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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
926
YHB Investment Advisors
Connecticut
$229K – – –
BBNA
927
Bremer Bank National Association
Minnesota
$227K -$52.4K -327 -18%
KIG
928
Kessler Investment Group
Indiana
$227K -$31.1K -194 -12%
TTWM
929
TCV Trust & Wealth Management
Virginia
$225K – – –
HFG
930
Heron Financial Group
New York
$224K – – –
NEPPG
931
New England Professional Planning Group
Rhode Island
$224K – – –
CHP
932
Cable Hill Partners
Oregon
$224K +$231K +1,442 New
MPI
933
Mairs & Power Inc
Minnesota
$223K -$136K -848 -37%
PP
934
PFS Partners
New Jersey
$223K -$12K -75 -5%
JIC
935
Joel Isaacson & Co
New York
$222K +$4.17K +26 +2%
CT
936
Columbia Trust
Oregon
$220K – – –
CWM
937
Curi Wealth Management
North Carolina
$219K -$19.1K -119 -8%
MC
938
Middleton & Co
Massachusetts
$219K – – –
SSWM
939
Smith Salley Wealth Management
North Carolina
$217K – – –
YMRC
940
Yorktown Management & Research Company
Virginia
$217K +$224K +1,400 New
GT
941
Glenview Trust
Kentucky
$214K +$221K +1,381 New
HWMA
942
Heritage Wealth Management (Arizona)
Arizona
$214K – – –
LSA
943
Leonteq Securities AG
Switzerland
$214K -$325K -2,031 -60%
KFC
944
Klingenstein Fields & Co
New York
$213K – – –
JC
945
JB Capital
Connecticut
$213K +$5.45K +34 +3%
DA
946
DSC Advisors
Illinois
$213K +$12.8K +80 +6%
AAS
947
Ameritas Advisory Services
Nebraska
$212K +$219K +1,367 New
CWP
948
Curated Wealth Partners
California
$210K -$88.8K -554 -29%
CPA
949
Court Place Advisors
Maryland
$210K – – –
NED
950
Nancy E. Dempze
$210K – – –
36 37
38
39 40