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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1126
Middleton & Co
Massachusetts
$210K -$19.3K -100 -8%
KA
1127
Kure Advisory
Minnesota
$210K -$7.34K -38 -3%
RTC
1128
Riverview Trust Company
Washington
$210K – – –
BA
1129
Bristlecone Advisors
Washington
$210K -$18.4K -95 -8%
WA
1130
Waverly Advisors
Alabama
$209K +$1.93K +10 +0.9%
ASG
1131
Ariston Services Group
California
$209K +$213K +1,102 New
MWM
1132
Meridian Wealth Management
Kentucky
$209K +$213K +1,102 New
WF
1133
Wayfinding Financial
Washington
$206K +$211K +1,091 New
FCA
1134
Fortis Capital Advisors
Kansas
$206K +$6.38K +33 +3%
DWM
1135
Destination Wealth Management
California
$205K – – –
GFP
1136
Gryphon Financial Partners
Ohio
$203K +$12.9K +67 +6%
FFA
1137
Founders Financial Alliance
North Carolina
$203K +$207K +1,069 New
FDCP
1138
Foster Dykema Cabot & Partners
Massachusetts
$202K +$206K +1,068 New
BWP
1139
BSW Wealth Partners
Colorado
$202K +$2.13K +11 +1%
WPP
1140
Whalerock Point Partners
Rhode Island
$201K – – –
PFBT
1141
Parkside Financial Bank & Trust
Missouri
$201K -$6.18K -32 -3%
GBT
1142
Grove Bank & Trust
Florida
$196K -$8.7K -45 -4%
HFM
1143
Harvest Fund Management
China
$192K -$461K -2,387 -70%
MAM
1144
Magellan Asset Management
Australia
$186K – – –
MSWM
1145
McGlone Suttner Wealth Management
Wisconsin
$186K +$189K +980 New
GI
1146
Gradient Investments
Minnesota
$183K +$43.3K +224 +30%
CFO
1147
CVA Family Office
Colorado
$172K +$176K +910 New
HI
1148
Harbour Investments
Wisconsin
$172K +$12.4K +64 +8%
ASBI
1149
American State Bank (Iowa)
Iowa
$171K – – –
KLWA
1150
Kelly Lawrence W & Associates
California
$171K – – –
44 45
46
47 48