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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1226
Appleton Partners
Massachusetts
$205K -$70.9K -345 -26%
BONST
1227
Bank of Nova Scotia Trust
Ontario, Canada
$205K -$11.7K -57 -6%
SB
1228
Sunflower Bank
Texas
$205K -$9.86K -48 -5%
RP
1229
Riverwater Partners
Wisconsin
$205K -$7.39K -36 -4%
DWM
1230
Dogwood Wealth Management
Kansas
$205K +$96.5K +470 +94%
DWM
1231
Destination Wealth Management
California
$205K -$17.7K -86 -8%
NCFG
1232
New Century Financial Group
New Jersey
$203K +$198K +963 New
WDC
1233
Woodward Diversified Capital
California
$203K +$198K +963 New
MA
1234
MONECO Advisors
Connecticut
$203K +$198K +962 New
SP
1235
Stablepoint Partners
Massachusetts
$202K -$62K -302 -25%
BA
1236
Bristlecone Advisors
Washington
$200K -$32.3K -157 -14%
PWP
1237
Principle Wealth Partners
Connecticut
$200K +$195K +950 New
LS
1238
Livforsakringsbolaget Skandia
Sweden
$199K -$41.1K -200 -17%
CFO
1239
CVA Family Office
Colorado
$198K +$7.39K +36 +4%
ANBT
1240
American National Bank & Trust
Texas
$187K +$6.78K +33 +4%
KFS
1241
Kelly Financial Services
Massachusetts
$187K +$12.5K +61 +7%
T
1242
TOBAM
France
$185K -$242K -1,178 -57%
BWP
1243
Baldwin Wealth Partners
Massachusetts
$184K – – –
TWP
1244
Triad Wealth Partners
Kansas
$182K +$178K +865 New
IBOK
1245
Independence Bank of Kentucky
Kentucky
$177K +$21K +102 +14%
DJSG
1246
D.J. St. Germain
Massachusetts
$169K – – –
CA
1247
Continuum Advisory
Idaho
$169K +$61.8K +301 +60%
CCM
1248
Chilton Capital Management
Texas
$169K -$12.5K -61 -7%
TFF
1249
The Family Firm
Maryland
$167K +$163K +794 New
AGWCA
1250
Annis Gardner Whiting Capital Advisors
Florida
$159K +$15.2K +74 +11%
48 49
50
51 52