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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1201
Stuart Chaussee & Associates
California
$70.9K +$53.5K +277 +286%
DCP
1202
DSM Capital Partners
Florida
$70.5K +$71.9K +372 New
KA
1203
Kozak & Associates
Colorado
$70.4K +$193 +1 +0.3%
HDIM
1204
Hanson & Doremus Investment Management
Vermont
$69K – – –
SCM
1205
Silvant Capital Management
Georgia
$67.8K – – –
SA
1206
Scarborough Advisors
Maryland
$65.2K +$66.5K +344 New
GWM
1207
Geneos Wealth Management
Colorado
$65K +$2.51K +13 +4%
HWA
1208
Heritage Wealth Advisors
Virginia
$64.6K -$2.44M -12,611 -97%
AT
1209
Arlington Trust
Alabama
$64K +$21.8K +113 +50%
SSB
1210
Sandy Spring Bank
Maryland
$63.3K +$6.57K +34 +11%
BCMLT
1211
Beacon Capital Management LLC (Tennessee)
Tennessee
$62K – – –
MFA
1212
McClarren Financial Advisors
Pennsylvania
$62K – – –
RIM
1213
Rockbridge Investment Management
New York
$60.6K +$61.8K +320 New
AGWCA
1214
Annis Gardner Whiting Capital Advisors
Florida
$60.4K -$386 -2 -0.6%
TIM
1215
Tortoise Investment Management
New York
$58.9K -$1.16K -6 -2%
HWM
1216
HighMark Wealth Management
Minnesota
$58.3K – – –
JWM
1217
Janiczek Wealth Management
Colorado
$56.8K -$18.4K -95 -24%
PWMA
1218
Pension & Wealth Management Advisors
Massachusetts
$56.8K – – –
LCM
1219
Logan Capital Management
Pennsylvania
$56.5K – – –
A
1220
AJOVista
Massachusetts
$56.5K +$57.6K +298 New
WB
1221
Webster Bank
Connecticut
$56.3K – – –
FMP
1222
Financial Management Professionals
Texas
$56K – – –
CSC
1223
Caldwell Sutter Capital
California
$55.9K +$2.32K +12 +4%
PCTC
1224
Perkins Coie Trust Company
Washington
$55.9K -$6.18K -32 -10%
QL
1225
Quarry LP
New York
$55.3K -$54.9K -284 -49%
47 48
49
50 51