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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
1101
Park Place Capital
Alabama
$296K -$46.8K -228 -14%
NED
1102
Nancy E. Dempze
$295K +$30.8K +150 +12%
IC
1103
Inscription Capital
Texas
$294K – – –
RCAG
1104
Rehmann Capital Advisory Group
Michigan
$293K +$39.6K +193 +16%
CH
1105
Cromwell Holdings
Wyoming
$293K +$286K +1,390 New
DWM
1106
Drive Wealth Management
Utah
$291K +$10.1K +49 +4%
FIM
1107
Fernwood Investment Management
Massachusetts
$291K – – –
UB
1108
Umpqua Bank
Oregon
$291K -$3.08K -15 -1%
WA
1109
Waverly Advisors
Alabama
$290K +$56.1K +273 +25%
CFO
1110
Callan Family Office
Pennsylvania
$290K +$283K +1,378 New
KFC
1111
Klingenstein Fields & Co
New York
$289K – – –
SFS
1112
Stiles Financial Services
Minnesota
$288K -$30.8K -150 -10%
TC
1113
Trilogy Capital
California
$287K +$205 +1 +0.1%
TWP
1114
Tyche Wealth Partners
Texas
$286K -$90.6K -441 -25%
EHC
1115
Everett Harris & Co
California
$285K +$32.5K +158 +13%
RHJA
1116
Rice Hall James & Associates
California
$284K – – –
CPA
1117
Court Place Advisors
Maryland
$284K +$30.8K +150 +13%
SEIA
1118
Signature Estate & Investment Advisors
California
$283K +$276K +1,345 New
IAIM
1119
International Assets Investment Management
Florida
$282K +$24.4K +119 +10%
MPI
1120
Mairs & Power Inc
Minnesota
$282K -$173K -840 -39%
FMII
1121
Farmers & Merchants Investments Inc
Nebraska
$282K – – –
LAS
1122
Legacy Advisory Services
Pennsylvania
$282K +$822 +4 +0.3%
VFA
1123
Voya Financial Advisors
Connecticut
$281K -$1.64K -8 -0.6%
BB
1124
Busey Bank
Illinois
$280K -$27.1K -132 -9%
YIA
1125
YHB Investment Advisors
Connecticut
$280K +$5.75K +28 +2%
43 44
45
46 47