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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1376
Tompkins Financial
New York
$110K – – –
MPW
1377
MASECO Private Wealth
$106K +$109K +485 New
S
1378
Sachetta
Massachusetts
$106K +$1.81K +8 +2%
PAI
1379
Pittenger & Anderson Inc
Nebraska
$105K +$11.3K +50 +12%
RFS
1380
Richardson Financial Services
Massachusetts
$104K +$3.39K +15 +3%
BCMLT
1381
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K +$452 +2 +0.4%
USB
1382
Union Savings Bank
Connecticut
$102K – – –
OP
1383
ORG Partners
Indiana
$101K -$42.9K -190 -29%
JGIA
1384
Jackson Grant Investment Advisers
Connecticut
$101K +$452 +2 +0.4%
HIA
1385
Harbor Investment Advisory
Maryland
$99.5K – – –
CCA
1386
Catalyst Capital Advisors
New York
$99K -$135K -600 -57%
HC
1387
Hara Capital
Washington
$99K – – –
ICM
1388
Islay Capital Management
Texas
$98.4K – – –
SC
1389
SouthState Corp
Florida
$96.6K -$26.4K -117 -21%
MDA
1390
Minot DeBlois Advisors
Massachusetts
$92.9K – – –
RFG
1391
REAP Financial Group
Texas
$92.3K +$61.4K +272 +181%
EPIMS
1392
Evelyn Partners Investment Management Services
$91.8K – – –
OIAM
1393
OFI Invest Asset Management
France
$91.3K -$528K -2,337 -83%
KA
1394
Kozak & Associates
Colorado
$90.5K -$5.87K -26 -6%
DFA
1395
DHJJ Financial Advisors
Illinois
$89.6K – – –
NECFA
1396
New England Capital Financial Advisors
Connecticut
$89.1K – – –
MAM
1397
Morse Asset Management
Connecticut
$88.5K +$16K +71 +21%
RTC
1398
Riverview Trust Company
Washington
$87.5K -$160K -710 -64%
RCM
1399
Raleigh Capital Management
North Carolina
$84.2K -$8.13K -36 -9%
DI
1400
DAGCO Inc
Ohio
$83.5K +$84.4K +374 +4,675%
54 55
56
57 58