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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1226
D.J. St. Germain
Massachusetts
$165K – – –
HB
1227
Horizon Bancorp
Indiana
$164K +$29.7K +149 +23%
IBOK
1228
Independence Bank of Kentucky
Kentucky
$152K +$8.77K +44 +6%
BGAI
1229
Bruce G. Allen Investments
Colorado
$145K +$13.2K +66 +10%
GI
1230
Gradient Investments
Minnesota
$143K -$54.8K -275 -28%
WTA
1231
Washington Trust Advisors
Massachusetts
$141K – – –
AGWCA
1232
Annis Gardner Whiting Capital Advisors
Florida
$140K +$71.7K +360 +113%
RCM
1233
Raleigh Capital Management
North Carolina
$133K +$28.1K +141 +28%
MHR
1234
Matthew Hamilton Rosenberg
$131K – – –
NS
1235
NBC Securities
Alabama
$128K +$3.59K +18 +3%
TF
1236
Tompkins Financial
New York
$127K -$49.8K -250 -29%
HFM
1237
Harvest Fund Management
China
$125K -$80.3K -403 -40%
AA
1238
Addison Advisors
Vermont
$123K – – –
BWL
1239
Bogart Wealth LLC
Virginia
$122K -$7.17K -36 -6%
RIL
1240
Rothschild Investment LLC
Illinois
$122K -$11K -55 -9%
TSWM
1241
Tyler-Stone Wealth Management
Ohio
$114K -$2.99K -15 -3%
AAG
1242
Armstrong Advisory Group
Massachusetts
$106K – – –
NECFA
1243
New England Capital Financial Advisors
Connecticut
$106K -$5.78K -29 -5%
SL
1244
Salomon & Ludwin
Virginia
$105K – – –
DWM
1245
Dogwood Wealth Management
Kansas
$103K +$19.7K +99 +25%
USB
1246
Union Savings Bank
Connecticut
$103K – – –
CA
1247
Continuum Advisory
Idaho
$102K -$222K -1,114 -69%
FHA
1248
First Horizon Advisors
Tennessee
$102K -$3.79K -19 -4%
SSB
1249
Sandy Spring Bank
Maryland
$102K +$31.9K +160 +48%
MME
1250
Meag Munich Ergo
Germany
$102K -$1.26M -6,319 -93%
48 49
50
51 52