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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1026
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$1.6K +10 +2%
TCOV
1027
Trust Company of Vermont
Vermont
$68K +$70.2K +438 New
GEA
1028
Glen Eagle Advisors
New Jersey
$66K – – –
AWM
1029
Avior Wealth Management
Nebraska
$64K +$160 +1 +0.2%
LC
1030
Lindbrook Capital
California
$64K +$16.5K +103 +34%
EIP
1031
Ellis Investment Partners
Pennsylvania
$63K – – –
BSB
1032
Bangor Savings Bank
Maine
$63K +$64.7K +404 New
PCTC
1033
Perkins Coie Trust Company
Washington
$61K -$19.1K -119 -23%
CCA
1034
Column Capital Advisors
Indiana
$61K – – –
FHA
1035
First Horizon Advisors
Tennessee
$60K -$16.7K -104 -21%
VCM
1036
Versant Capital Management
Arizona
$59K – – –
TWA
1037
TCI Wealth Advisors
Arizona
$58K +$32.1K +200 +116%
SCM
1038
Silvant Capital Management
Georgia
$56K – – –
KA
1039
Kozak & Associates
Colorado
$55K +$160 +1 +0.3%
BCMLT
1040
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K – – –
CAC
1041
Core Alternative Capital
Georgia
$50K +$5.61K +35 +12%
HWM
1042
HighMark Wealth Management
Minnesota
$48K – – –
DAC
1043
Dividend Assets Capital
South Carolina
$47K – – –
OIS
1044
Okabena Investment Services
Minnesota
$47K – – –
SSB
1045
Sandy Spring Bank
Maryland
$47K – – –
TIM
1046
Tortoise Investment Management
New York
$47K +$7.21K +45 +17%
CA
1047
Crewe Advisors
Utah
$47K +$48.4K +302 New
MWM
1048
Mascoma Wealth Management
New Hampshire
$46K +$321 +2 +0.7%
JFGIW
1049
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K – – –
HDIM
1050
Hanson & Doremus Investment Management
Vermont
$39K – – –
40 41
42
43 44