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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1376
SouthState Corp
Florida
$49.3K – – –
GKIM
1377
GW&K Investment Management
Massachusetts
$49K +$6.21K +28 +15%
CA
1378
CoreCap Advisors
Michigan
$48.6K +$48.4K +218 New
SHIM
1379
Stone House Investment Management
Pennsylvania
$47.7K – – –
NRG
1380
Nemes Rush Group
Michigan
$47.6K – – –
JWA
1381
JFS Wealth Advisors
Pennsylvania
$47.1K +$888 +4 +2%
BSB
1382
Bangor Savings Bank
Maine
$46K +$45.7K +206 New
FUBT
1383
First United Bank & Trust
Maryland
$45.7K – – –
RL
1384
Rogco LP
Oklahoma
$45.1K +$1.33K +6 +3%
S
1385
Sachetta
Massachusetts
$44.8K -$2K -9 -4%
HNB
1386
Hilltop National Bank
Wyoming
$44.8K -$3.77K -17 -8%
CAL
1387
Capital Advisors Ltd
Ohio
$44K – – –
BIA
1388
Bell Investment Advisors
California
$43.9K – – –
RI
1389
Ridgewood Investments
New Jersey
$43.1K – – –
IFS
1390
Intelligent Financial Strategies
Minnesota
$42.2K – – –
CPA
1391
Capital Performance Advisors
California
$40.8K +$40.6K +183 New
C
1392
Covestor
United Kingdom
$40K +$1.55K +7 +4%
FFA
1393
Frazier Financial Advisors
Ohio
$39.8K -$5.99K -27 -13%
FCA
1394
FinTrust Capital Advisors
South Carolina
$37.5K – – –
CH
1395
Canton Hathaway
Rhode Island
$37K – – –
CA
1396
Crewe Advisors
Utah
$36.6K +$888 +4 +3%
HDIM
1397
Hanson & Doremus Investment Management
Vermont
$36K -$35.7K -161 -50%
ACA
1398
Atlas Capital Advisors
Wyoming
$35.2K – – –
TCM
1399
Tradewinds Capital Management
Washington
$35K – – –
KC
1400
Kepos Capital
New York
$34K -$3.55K -16 -10%
54 55
56
57 58