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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
1301
Nemes Rush Group
Michigan
$47.6K – – –
CAL
1302
Capital Analysts LLC
Pennsylvania
$47K +$15.9K +80 +53%
SHIM
1303
Stone House Investment Management
Pennsylvania
$47K +$45.4K +228 New
JWA
1304
JFS Wealth Advisors
Pennsylvania
$46.6K -$8.77K -44 -16%
BC
1305
Belmont Capital
California
$46.3K +$44.8K +225 New
OIAM
1306
OFI Invest Asset Management
France
$45.6K +$14.2K +71 +42%
QL
1307
Quarry LP
New York
$44.9K -$14.7K -74 -25%
IFS
1308
Intelligent Financial Strategies
Minnesota
$44.5K +$43K +216 New
FUBT
1309
First United Bank & Trust
Maryland
$42.2K -$4.58K -23 -10%
CAL
1310
Capital Advisors Ltd
Ohio
$41K +$1.4K +7 +4%
BIA
1311
Bell Investment Advisors
California
$40.6K – – –
RL
1312
Rogco LP
Oklahoma
$40.4K -$44.4K -223 -53%
CTA
1313
Colonial Trust Advisors
South Carolina
$40.2K +$11.6K +58 +42%
FFA
1314
Frazier Financial Advisors
Ohio
$40K +$399 +2 +1%
IFAM
1315
Institutional & Family Asset Management
Colorado
$38.9K -$199 -1 -0.5%
KC
1316
Kepos Capital
New York
$36K -$5.38K -27 -13%
DMIC
1317
Dixon Mitchell Investment Counsel
British Columbia, Canada
$35K +$33.9K +170 New
GKIM
1318
GW&K Investment Management
Massachusetts
$35K -$8.17K -41 -19%
C
1319
Covestor
United Kingdom
$35K -$399 -2 -1%
CH
1320
Canton Hathaway
Rhode Island
$34K – – –
SOW
1321
State of Wyoming
Wyoming
$32.5K -$56.2K -282 -64%
CA
1322
CoreCap Advisors
Michigan
$32.5K +$31.5K +158 New
ACA
1323
Atlas Capital Advisors
Wyoming
$32.5K – – –
TCM
1324
Tradewinds Capital Management
Washington
$30.9K -$9.96K -50 -25%
EWP
1325
Elevation Wealth Partners
California
$30.3K – – –
51 52
53
54 55