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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1201
Destination Wealth Management
California
$272K +$27.3K +123 +11%
IP
1202
Ignite Planners
California
$272K +$1.33K +6 +0.5%
PFBT
1203
Parkside Financial Bank & Trust
Missouri
$271K +$20.4K +92 +8%
NPA
1204
Nichols & Pratt Advisers
Massachusetts
$271K – – –
GAM
1205
Groupama Asset Management
France
$271K -$1.57M -7,056 -85%
CWG
1206
Cornerstone Wealth Group
North Carolina
$271K +$5.55K +25 +2%
MWA
1207
Medallion Wealth Advisors
Connecticut
$271K +$283K +1,275 New
VIA
1208
Victrix Investment Advisors
Florida
$270K +$282K +1,273 New
GAB
1209
German American Bancorp
Indiana
$270K -$16.2K -73 -5%
BB
1210
Busey Bank
Illinois
$269K -$16.9K -76 -6%
TCOV
1211
Trust Company of Vermont
Vermont
$268K +$183K +825 +189%
NEPPG
1212
New England Professional Planning Group
Rhode Island
$268K +$11.1K +50 +4%
GKWIM
1213
Gerber Kawasaki Wealth & Investment Management
California
$268K +$11.1K +50 +4%
IWA
1214
IBEX Wealth Advisors
New Jersey
$267K +$279K +1,259 New
RCA
1215
Resonant Capital Advisors
Wisconsin
$267K +$1.77K +8 +0.6%
TFCP
1216
Twin Focus Capital Partners
Massachusetts
$266K – – –
BFWA
1217
Benchmark Financial Wealth Advisors
Florida
$266K +$887 +4 +0.3%
SMG
1218
Smart Money Group
Texas
$266K – – –
NL
1219
NWAM LLC
Washington
$265K -$8.21K -37 -3%
WMA
1220
Wealth Management Associates
New Jersey
$264K +$32.2K +145 +13%
SAG
1221
SageView Advisory Group
California
$261K -$10.2K -46 -4%
BI
1222
Ballast Inc
Kentucky
$261K -$222 -1 -0.1%
GBT
1223
Grove Bank & Trust
Florida
$261K +$24.8K +112 +10%
HB
1224
HTLF Bank
Colorado
$259K -$17.7K -80 -6%
GPW
1225
Genesis Private Wealth
Virginia
$259K +$270K +1,218 New
47 48
49
50 51