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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1326
Pacific Center for Financial Services
California
$160K +$136K +615 +452%
NWM
1327
Nova Wealth Management
Florida
$158K +$166K +746 New
VCM
1328
Versant Capital Management
Arizona
$158K +$44.8K +202 +37%
CCA
1329
Catalyst Capital Advisors
New York
$154K +$130K +587 +422%
BGAI
1330
Bruce G. Allen Investments
Colorado
$151K +$444 +2 +0.3%
LC
1331
Lavaca Capital
Texas
$149K +$155K +700 New
T
1332
TOBAM
France
$148K -$40.8K -184 -21%
RCM
1333
Raleigh Capital Management
North Carolina
$140K -$2.66K -12 -2%
WI
1334
Wintrust Investments
Illinois
$139K -$3.77K -17 -3%
MHR
1335
Matthew Hamilton Rosenberg
$137K – – –
SS
1336
SBI Securities
Japan
$136K +$142K +642 New
PSFG
1337
Park Square Financial Group
Georgia
$136K +$142K +639 New
BWL
1338
Bogart Wealth LLC
Virginia
$131K +$7.99K +36 +6%
FHA
1339
First Horizon Advisors
Tennessee
$127K +$16.4K +74 +14%
MDA
1340
Minot DeBlois Advisors
Massachusetts
$126K +$132K +595 New
ECM
1341
Eisler Capital Management
United Kingdom
$124K +$130K +587 New
MSWM
1342
Mowery & Schoenfeld Wealth Management
Illinois
$123K +$37.3K +168 +41%
AIP
1343
Arrowpoint Investment Partners
Singapore
$121K +$127K +572 New
AAG
1344
Armstrong Advisory Group
Massachusetts
$119K – – –
TIM
1345
Tortoise Investment Management
New York
$118K +$28.6K +129 +30%
WTA
1346
Washington Trust Advisors
Massachusetts
$117K – – –
AIM
1347
Anchor Investment Management
South Carolina
$110K – – –
USB
1348
Union Savings Bank
Connecticut
$109K – – –
WA
1349
Whipplewood Advisors
Colorado
$107K +$112K +505 New
TF
1350
Tompkins Financial
New York
$107K – – –
52 53
54
55 56