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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
951
Columbia Trust
Oregon
$229K – – –
RWM
952
RKL Wealth Management
Pennsylvania
$226K -$150K -900 -41%
AWA
953
Arete Wealth Advisors
Illinois
$226K +$217K +1,304 New
MFW
954
Meristem Family Wealth
Minnesota
$224K +$214K +1,286 New
HIA
955
Harbor Investment Advisory
Maryland
$223K +$24.6K +148 +13%
TCMP
956
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K -$64K -385 -23%
GVAG
957
Great Valley Advisor Group
Delaware
$222K -$13.1K -79 -5%
HFG
958
Heron Financial Group
New York
$222K -$12.5K -75 -5%
FMII
959
Farmers & Merchants Investments Inc
Nebraska
$222K -$831 -5 -0.4%
NPA
960
Nichols & Pratt Advisers
Massachusetts
$222K +$212K +1,277 New
LA
961
LVW Advisors
New York
$221K +$211K +1,273 New
SB
962
Sunflower Bank
Texas
$220K +$210K +1,263 New
DHFB
963
Dixon Hubard Feinour & Brown
Virginia
$219K +$209K +1,259 New
OWP
964
Obermeyer Wealth Partners
Colorado
$217K +$208K +1,250 New
CPO
965
Cerity Partners OCIO
New York
$216K +$206K +1,241 New
BOPW
966
Brandywine Oak Private Wealth
Pennsylvania
$214K -$47.5K -286 -19%
DU
967
Delphia (USA)
Ontario, Canada
$214K +$204K +1,230 New
DAS
968
Dynamic Advisor Solutions
Arizona
$214K +$205K +1,232 New
AWM
969
Axxcess Wealth Management
California
$214K +$205K +1,233 New
BIM
970
Bridges Investment Management
Nebraska
$212K -$68.3K -411 -25%
CIA
971
Choate Investment Advisors
Massachusetts
$211K +$201K +1,213 New
RPC
972
Rossmore Private Capital
Connecticut
$211K +$201K +1,213 New
FIM
973
Fernwood Investment Management
Massachusetts
$209K +$199K +1,200 New
MRWM
974
ML&R Wealth Management
Texas
$209K +$199K +1,200 New
NJBEST
975
New Jersey Better Educational Savings Trust
New Jersey
$209K +$199K +1,200 New
37 38
39
40 41