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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1326
EFG International
$30.3K -$10.9K -65 -26%
B
1327
Bayban
Minnesota
$30.2K – – –
AFG
1328
Albion Financial Group
Utah
$30K – – –
JWM
1329
JPL Wealth Management
Colorado
$28.5K -$18.1K -108 -39%
JGCM
1330
Joseph Group Capital Management
Ohio
$28.5K +$10.5K +63 +58%
PWMG
1331
Prestige Wealth Management Group
New Jersey
$28.2K -$204K -1,220 -88%
EF
1332
Entrust Financial
Pennsylvania
$27.7K – – –
CH
1333
Canton Hathaway
Rhode Island
$27.3K – – –
JWA
1334
JFS Wealth Advisors
Pennsylvania
$27.2K -$2.84K -17 -9%
HDIM
1335
Hanson & Doremus Investment Management
Vermont
$27K -$7.19K -43 -21%
CAL
1336
Capital Advisors Ltd
Ohio
$27K +$16.5K +99 +157%
PB
1337
Pinnacle Bancorp
Nebraska
$26.5K – – –
CHC
1338
City Holding Co
West Virginia
$26.2K – – –
ACA
1339
Atlas Capital Advisors
Wyoming
$25.2K – – –
BIAS
1340
Beacon Investment Advisory Services
New Jersey
$23.7K -$8.69K -52 -27%
EIP
1341
Essential Investment Partners
Colorado
$22.5K – – –
MFT
1342
Moisand Fitzgerald Tamayo
Florida
$22.3K +$7.52K +45 +51%
PB
1343
Prosperity Bancshares
Texas
$21.5K +$1.34K +8 +7%
PSB
1344
Piscataqua Savings Bank
New Hampshire
$21.5K – – –
HB
1345
Horizon Bancorp
Indiana
$21K -$1.84K -11 -8%
CFD
1346
Creative Financial Designs
Indiana
$20.8K +$18.4K +110 +733%
PF
1347
PlanVest Financial
Maryland
$20.2K – – –
HNW
1348
High Note Wealth
Minnesota
$20.2K +$2.01K +12 +11%
C
1349
Covestor
United Kingdom
$20K -$1.84K -11 -8%
WB
1350
Webster Bank
Connecticut
$19.8K -$29.8K -178 -60%
52 53
54
55 56