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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1251
Annis Gardner Whiting Capital Advisors
Florida
$159K +$15.2K +74 +11%
BGAI
1252
Bruce G. Allen Investments
Colorado
$157K +$8.22K +40 +6%
GI
1253
Gradient Investments
Minnesota
$155K +$8.63K +42 +6%
OWA
1254
Opal Wealth Advisors
New York
$147K +$143K +698 New
RCM
1255
Raleigh Capital Management
North Carolina
$147K +$10.5K +51 +8%
WTA
1256
Washington Trust Advisors
Massachusetts
$135K -$8.22K -40 -6%
MHR
1257
Matthew Hamilton Rosenberg
$135K – – –
TF
1258
Tompkins Financial
New York
$130K – – –
HFM
1259
Harvest Fund Management
China
$128K – – –
PPA
1260
Painted Porch Advisors
California
$127K +$124K +604 New
BWL
1261
Bogart Wealth LLC
Virginia
$122K -$1.85K -9 -2%
FHA
1262
First Horizon Advisors
Tennessee
$120K +$14.6K +71 +14%
AAG
1263
Armstrong Advisory Group
Massachusetts
$118K – – –
NS
1264
NBC Securities
Alabama
$116K -$14.4K -70 -11%
USB
1265
Union Savings Bank
Connecticut
$106K – – –
SL
1266
Salomon & Ludwin
Virginia
$103K -$4.93K -24 -5%
VCM
1267
Versant Capital Management
Arizona
$101K +$19.7K +96 +25%
EBA
1268
Eagle Bay Advisors
New York
$98.2K +$1.64K +8 +2%
TSWM
1269
Tyler-Stone Wealth Management
Ohio
$97.8K -$18.5K -90 -16%
HIA
1270
Harbor Investment Advisory
Maryland
$96.3K -$2.67K -13 -3%
NECFA
1271
New England Capital Financial Advisors
Connecticut
$96.1K -$11.7K -57 -11%
JGIA
1272
Jackson Grant Investment Advisers
Connecticut
$95.7K +$205 +1 +0.2%
CPBTD
1273
Central Pacific Bank - Trust Division
Hawaii
$94.8K – – –
ICM
1274
Islay Capital Management
Texas
$94.8K – – –
PAI
1275
Pittenger & Anderson Inc
Nebraska
$94.6K +$4.11K +20 +5%
49 50
51
52 53