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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1026
Grove Bank & Trust
Florida
$154K +$153K +933 New
BWP
1027
Baldwin Wealth Partners
Massachusetts
$152K +$150K +916 New
RBC
1028
Romano Brothers & Co
Illinois
$151K +$150K +915 New
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$151K +$16.8K +103 +13%
VC
1030
Vestor Capital
Illinois
$150K +$36.6K +224 +33%
KLWA
1031
Kelly Lawrence W & Associates
California
$149K – – –
WB
1032
Webster Bank
Connecticut
$148K – – –
TF
1033
TimeScale Financial
Massachusetts
$146K +$164 +1 +0.1%
CFO
1034
CVA Family Office
Colorado
$143K +$31.9K +195 +29%
HI
1035
Harbour Investments
Wisconsin
$139K +$9.32K +57 +7%
TAIM
1036
TD Ameritrade Investment Management
Nebraska
$139K -$42.4K -259 -24%
CCA
1037
Column Capital Advisors
Indiana
$137K +$71K +434 +110%
KFS
1038
Kelly Financial Services
Massachusetts
$135K – – –
WTA
1039
Washington Trust Advisors
Massachusetts
$134K -$8.01K -49 -6%
LC
1040
Lindbrook Capital
California
$133K +$33.8K +207 +35%
TWD
1041
True Wealth Design
Ohio
$130K +$129K +788 New
ACP
1042
Arcus Capital Partners
Georgia
$130K +$129K +786 New
BCM
1043
Bourgeon Capital Management
Connecticut
$127K – – –
NECFA
1044
New England Capital Financial Advisors
Connecticut
$119K +$112K +685 New
AF
1045
Allworth Financial
California
$118K +$75.2K +460 +180%
HNWAG
1046
High Net Worth Advisory Group
Florida
$118K – – –
LS
1047
Livforsakringsbolaget Skandia
Sweden
$118K – – –
HCP
1048
Hexagon Capital Partners
Arkansas
$117K -$64.6K -395 -36%
TFGT
1049
TS Financial Group (TSFG)
Illinois
$114K – – –
AAG
1050
Armstrong Advisory Group
Massachusetts
$110K +$109K +666 New
40 41
42
43 44