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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1076
Parkside Financial Bank & Trust
Missouri
$208K +$21.8K +114 +12%
DWM
1077
Destination Wealth Management
California
$206K -$2.68K -14 -1%
GC
1078
Garde Capital
Washington
$206K +$1.92K +10 +0.9%
ESB
1079
Essex Savings Bank
Connecticut
$206K +$192 +1 +0.1%
GBT
1080
Grove Bank & Trust
Florida
$205K +$28K +146 +16%
IAIM
1081
International Assets Investment Management
Florida
$204K +$203K +1,059 New
M
1082
Mirova
France
$203K -$529K -2,762 -72%
FDCC
1083
Foster Dykema Cabot & Co
Massachusetts
$203K – – –
WPP
1084
Whalerock Point Partners
Rhode Island
$202K – – –
GFP
1085
Gryphon Financial Partners
Ohio
$202K -$2.68K -14 -1%
BWP
1086
BSW Wealth Partners
Colorado
$200K -$447K -2,331 -69%
FCA
1087
Fortis Capital Advisors
Kansas
$200K -$26.1K -136 -11%
MAM
1088
Magellan Asset Management
Australia
$187K – – –
CCC
1089
Chelsea Counsel Company
California
$176K -$4.79K -25 -3%
BWP
1090
Baldwin Wealth Partners
Massachusetts
$174K – – –
ASBI
1091
American State Bank (Iowa)
Iowa
$171K -$14.2K -74 -8%
KLWA
1092
Kelly Lawrence W & Associates
California
$171K – – –
MIA
1093
Milestone Investment Advisors
Wisconsin
$169K +$170K +889 New
HI
1094
Harbour Investments
Wisconsin
$160K -$1.15K -6 -0.7%
KFS
1095
Kelly Financial Services
Massachusetts
$155K – – –
VC
1096
Vestor Capital
Illinois
$153K -$35.3K -184 -19%
CCM
1097
Chilton Capital Management
Texas
$152K – – –
TWD
1098
True Wealth Design
Ohio
$150K – – –
BCM
1099
Bourgeon Capital Management
Connecticut
$146K – – –
GI
1100
Gradient Investments
Minnesota
$142K -$1.92K -10 -1%
42 43
44
45 46