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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1201
Diligent Investors
California
$200K – – –
DWA
1202
Douglass Winthrop Advisors
New York
$200K – – –
GFL
1203
Granite FO LLC
New Hampshire
$200K – – –
MWM
1204
Mattern Wealth Management
Kansas
$200K +$201K +1,200 New
SIA
1205
Strategic Investment Advisors
Michigan
$195K -$2.04M -12,199 -91%
MG
1206
Mather Group
Illinois
$195K +$19.6K +117 +11%
APFP
1207
Action Point Financial Planning
Michigan
$191K +$192K +1,150 New
WPA
1208
West Paces Advisors
Georgia
$190K -$235K -1,405 -55%
SWP
1209
Strategic Wealth Partners
Ohio
$187K -$2.01K -12 -1%
RF
1210
Rossby Financial
Florida
$181K -$271K -1,619 -60%
HCM
1211
Hollencrest Capital Management
California
$173K -$19.9K -119 -10%
BWL
1212
Bogart Wealth LLC
Virginia
$169K -$1.17K -7 -0.7%
MCM
1213
MV Capital Management
Maryland
$162K -$9.36K -56 -5%
TCOV
1214
Trust Company of Vermont
Vermont
$158K +$158K +945 New
TSMHT
1215
Thurston Springer Miller Herd & Titak
Indiana
$157K +$4.35K +26 +3%
SR
1216
Swiss Re
Switzerland
$150K +$124K +742 +467%
MHR
1217
Matthew Hamilton Rosenberg
$147K +$54.8K +328 +59%
CFO
1218
CVA Family Office
Colorado
$145K -$77.6K -464 -35%
UOTTAIMCU
1219
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$143K +$103K +614 +253%
LC
1220
Lavaca Capital
Texas
$138K +$21.4K +128 +18%
TTIC
1221
Tower Trust & Investment Company
Iowa
$138K -$540K -3,233 -80%
CT
1222
Clearstead Trust
Maine
$125K +$13.9K +83 +12%
TFIPS
1223
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K +$23.4K +140 +23%
SWAG
1224
Spectrum Wealth Advisory Group
California
$124K +$125K +746 New
TFA
1225
Transamerica Financial Advisors
Florida
$119K – – –
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50 51