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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1051
Aureus Asset Management
Massachusetts
$201K +$190K +1,068 New
KI
1052
Kapitalo Investimentos
Brazil
$201K +$190K +1,068 New
WPP
1053
Whalerock Point Partners
Rhode Island
$200K +$189K +1,063 New
VC
1054
Vestor Capital
Illinois
$186K +$14K +79 +9%
MAM
1055
Magellan Asset Management
Australia
$185K -$8.7K -49 -5%
WP
1056
WealthPLAN Partners
Nebraska
$185K +$102K +577 +143%
TF
1057
TimeScale Financial
Massachusetts
$184K +$177 +1 +0.1%
PFBT
1058
Parkside Financial Bank & Trust
Missouri
$184K +$6.03K +34 +4%
ASBI
1059
American State Bank (Iowa)
Iowa
$183K – – –
CFO
1060
CVA Family Office
Colorado
$179K +$3.55K +20 +2%
CCC
1061
Chelsea Counsel Company
California
$179K +$169K +950 New
GBT
1062
Grove Bank & Trust
Florida
$175K -$4.44K -25 -3%
AF
1063
Allworth Financial
California
$175K -$177 -1 -0.1%
BWP
1064
Baldwin Wealth Partners
Massachusetts
$172K – – –
KLWA
1065
Kelly Lawrence W & Associates
California
$163K – – –
HI
1066
Harbour Investments
Wisconsin
$159K +$1.77K +10 +1%
KFS
1067
Kelly Financial Services
Massachusetts
$153K – – –
HFM
1068
Harvest Fund Management
China
$152K +$143K +808 New
CCM
1069
Chilton Capital Management
Texas
$150K – – –
TWD
1070
True Wealth Design
Ohio
$148K -$2.66K -15 -2%
BCM
1071
Bourgeon Capital Management
Connecticut
$144K – – –
GI
1072
Gradient Investments
Minnesota
$142K +$113K +638 +550%
PIAS
1073
PCA Investment Advisory Services
Ohio
$142K +$134K +753 New
JSAM
1074
J. Safra Asset Management
New York
$139K – – –
CCA
1075
Column Capital Advisors
Indiana
$137K -$18.5K -104 -13%
41 42
43
44 45