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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
951
WesBanco Bank
West Virginia
$250K -$3.6K -22 -1%
DA
952
Dillon & Associates
Michigan
$250K -$1.8K -11 -0.7%
GFP
953
Gryphon Financial Partners
Ohio
$250K -$8.67K -53 -3%
SPA
954
Sherbrooke Park Advisers
New York
$248K +$245K +1,500 New
FHA
955
Flagship Harbor Advisors
Massachusetts
$246K – – –
CHP
956
Cable Hill Partners
Oregon
$246K +$243K +1,485 New
MPI
957
Mairs & Power Inc
Minnesota
$246K +$7.85K +48 +3%
RA
958
RFG Advisory
Alabama
$244K -$10.1K -62 -4%
RP
959
Riverwater Partners
Wisconsin
$242K -$37.1K -227 -13%
CT
960
Columbia Trust
Oregon
$241K +$7.68K +47 +3%
VCM
961
Virtue Capital Management
Tennessee
$240K +$237K +1,451 New
PFS
962
Prospera Financial Services
Texas
$240K +$237K +1,448 New
TTWM
963
TCV Trust & Wealth Management
Virginia
$240K -$3.11K -19 -1%
PP
964
PFS Partners
New Jersey
$237K – – –
SMA
965
Sage Mountain Advisors
Georgia
$237K +$234K +1,432 New
HFG
966
Heron Financial Group
New York
$234K – – –
JIC
967
Joel Isaacson & Co
New York
$234K – – –
SSWM
968
Smith Salley Wealth Management
North Carolina
$233K – – –
CCA
969
Childress Capital Advisors
Texas
$233K -$5.07K -31 -2%
YIA
970
YHB Investment Advisors
Connecticut
$233K – – –
CWP
971
Capital Wealth Planning
Florida
$232K – – –
ECM
972
Evergreen Capital Management
Washington
$232K +$229K +1,400 New
AC
973
Avestar Capital
New York
$231K +$228K +1,397 New
FFP
974
FourThought Financial Partners
Florida
$230K +$227K +1,387 New
PP
975
PDS Planning
Ohio
$229K +$226K +1,385 New
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