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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1176
MBB Public Markets
Illinois
$220K +$213K +1,070 New
FDCP
1177
Foster Dykema Cabot & Partners
Massachusetts
$220K – – –
WPP
1178
Whalerock Point Partners
Rhode Island
$219K – – –
DWM
1179
Destination Wealth Management
California
$218K -$5.18K -26 -2%
COCM
1180
Charter Oak Capital Management
New Hampshire
$216K +$209K +1,050 New
PCA
1181
Pallas Capital Advisors
Massachusetts
$216K +$209K +1,049 New
FIC
1182
Family Investment Center
Missouri
$216K +$209K +1,047 New
HCM
1183
HMS Capital Management
Tennessee
$215K +$208K +1,043 New
WF
1184
Wayfinding Financial
Washington
$213K -$8.17K -41 -4%
GBT
1185
Grove Bank & Trust
Florida
$213K – – –
WSTAM
1186
Wilbanks Smith & Thomas Asset Management
Virginia
$212K -$30.3K -152 -13%
BONST
1187
Bank of Nova Scotia Trust
Ontario, Canada
$212K +$205K +1,029 New
PCH
1188
PGIM Custom Harvest
New Jersey
$211K +$204K +1,025 New
OWP
1189
Obermeyer Wealth Partners
Colorado
$211K +$204K +1,024 New
VCM
1190
Virtue Capital Management
Tennessee
$211K -$121K -606 -36%
ST
1191
Sabal Trust
Florida
$210K +$203K +1,021 New
SB
1192
Sunflower Bank
Texas
$210K +$203K +1,020 New
MIC
1193
Means Investment Company
Maine
$210K +$203K +1,019 New
APA
1194
Astoria Portfolio Advisors
New York
$210K +$212K +1,063 New
CT
1195
Colonial Trust
South Carolina
$209K -$37.3K -187 -16%
ALAM
1196
Asahi Life Asset Management
Japan
$208K +$201K +1,010 New
HI
1197
Harbour Investments
Wisconsin
$208K +$20.5K +103 +11%
RP
1198
Riverwater Partners
Wisconsin
$208K +$201K +1,008 New
VCA
1199
Verdence Capital Advisors
Maryland
$207K +$201K +1,007 New
MSWM
1200
McGlone Suttner Wealth Management
Wisconsin
$207K +$4.98K +25 +3%
46 47
48
49 50