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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1376
WPG Advisers
Maryland
$60.9K -$31.4K -168 -34%
SIS
1377
Sound Income Strategies
Florida
$60.7K +$1.87K +10 +3%
TF
1378
Tompkins Financial
New York
$60.7K +$14.6K +78 +31%
GEA
1379
Glen Eagle Advisors
New Jersey
$60.4K +$2.24K +12 +4%
TWD
1380
True Wealth Design
Ohio
$58.1K -$34.4K -184 -37%
HWM
1381
HighMark Wealth Management
Minnesota
$57.1K – – –
GKIM
1382
GW&K Investment Management
Massachusetts
$57K +$12.2K +65 +27%
STB
1383
S&T Bank
Pennsylvania
$56.6K – – –
HWA
1384
Heritage Wealth Advisors
Virginia
$56.2K -$3.92K -21 -6%
PMFA
1385
Plante Moran Financial Advisors
Michigan
$55.7K -$2.24K -12 -4%
CCC
1386
Chelsea Counsel Company
California
$55.7K – – –
GPI
1387
General Partner Inc
Pennsylvania
$55.3K – – –
WB
1388
Webster Bank
Connecticut
$55.1K – – –
DF
1389
Dunhill Financial
United Kingdom
$53.8K +$187 +1 +0.3%
MFP
1390
Meramec Financial Planners
Missouri
$53.2K +$53.8K +288 New
PCTC
1391
Perkins Coie Trust Company
Washington
$53.1K – – –
M
1392
MOTCO
Texas
$52.7K – – –
TCM
1393
Triumph Capital Management
Colorado
$51.1K +$51.4K +275 New
MIFH
1394
Migdal Insurance & Financial Holdings
Israel
$51K +$51K +273 New
JSAM
1395
J. Safra Asset Management
New York
$49.5K +$49.9K +267 New
CPG
1396
Cornerstone Planning Group
New Jersey
$49.4K -$5.05K -27 -9%
JWA
1397
JFS Wealth Advisors
Pennsylvania
$49.3K +$19.3K +103 +63%
CA
1398
CoreCap Advisors
Michigan
$49.3K +$2.06K +11 +4%
PWMA
1399
Pension & Wealth Management Advisors
Massachusetts
$49K – – –
SVWA
1400
Sarver Vrooman Wealth Advisors
Missouri
$48.6K -$1.31K -7 -3%
54 55
56
57 58