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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1376
Stuart Chaussee & Associates
California
$79.4K – – –
CWM
1377
Centricity Wealth Management
Ohio
$79K +$82.5K +372 New
APW
1378
Aventura Private Wealth
Florida
$77.1K +$80.5K +363 New
SCM
1379
Silvant Capital Management
Georgia
$76K – – –
AGWCA
1380
Annis Gardner Whiting Capital Advisors
Florida
$75.4K -$9.32K -42 -11%
DWA
1381
Dougherty Wealth Advisers
Minnesota
$70.9K – – –
MAM
1382
Morse Asset Management
Connecticut
$70.9K – – –
QC
1383
Quent Capital
New York
$70.3K +$666 +3 +0.9%
WB
1384
Webster Bank
Connecticut
$69.7K – – –
AT
1385
Arlington Trust
Alabama
$69.5K – – –
SSB
1386
Sandy Spring Bank
Maryland
$67.1K -$9.76K -44 -12%
DF
1387
Dunhill Financial
United Kingdom
$66.8K +$5.55K +25 +9%
HWM
1388
HighMark Wealth Management
Minnesota
$65.3K – – –
LCM
1389
Logan Capital Management
Pennsylvania
$65K +$887 +4 +1%
FFC
1390
First Financial Corp
Indiana
$64.4K +$67.2K +303 New
CCC
1391
Chelsea Counsel Company
California
$63.7K – – –
GPI
1392
General Partner Inc
Pennsylvania
$63.3K – – –
TCA
1393
Trifecta Capital Advisors
Illinois
$61.4K – – –
CSC
1394
Caldwell Sutter Capital
California
$61.2K +$444 +2 +0.7%
PCTC
1395
Perkins Coie Trust Company
Washington
$60.7K – – –
FFO
1396
Fortitude Family Office
Arizona
$60.5K – – –
GEA
1397
Glen Eagle Advisors
New Jersey
$60.3K – – –
VIA
1398
Virtus Investment Advisers
Connecticut
$56.5K – – –
PWA
1399
Physician Wealth Advisors
Utah
$56.1K +$58.6K +264 New
PWMA
1400
Pension & Wealth Management Advisors
Massachusetts
$56.1K – – –
54 55
56
57 58