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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1376
Kemnay Advisory Services
New York
$33.8K – – –
BIAS
1377
Beacon Investment Advisory Services
New Jersey
$33.6K +$34.9K +194 New
SHIM
1378
Stone House Investment Management
Pennsylvania
$32.9K – – –
CYG
1379
Clean Yield Group
Vermont
$32.3K -$1.26K -7 -4%
OC
1380
Oakworth Capital
Alabama
$32.3K – – –
FUBT
1381
First United Bank & Trust
Maryland
$32.1K – – –
RL
1382
Rogco LP
Oklahoma
$31.7K – – –
B
1383
Bayban
Minnesota
$31.4K – – –
JWA
1384
JFS Wealth Advisors
Pennsylvania
$31.2K -$15.5K -86 -32%
AFG
1385
Albion Financial Group
Utah
$31.2K – – –
CIR
1386
Clear Investment Research
Georgia
$30.2K +$31.3K +174 New
TGY2IT
1387
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$30K +$31.1K +173 New
AG
1388
AmeriFlex Group
Nevada
$29.8K – – –
OA
1389
Operose Advisors
Wisconsin
$29.7K +$23.4K +130 +317%
EF
1390
Entrust Financial
Pennsylvania
$28.8K +$8.99K +50 +43%
CH
1391
Canton Hathaway
Rhode Island
$28.4K – – –
SR
1392
Swiss Re
Switzerland
$27.6K – – –
PB
1393
Pinnacle Bancorp
Nebraska
$27.6K +$719 +4 +3%
NAAA
1394
New Age Alpha Advisors
New York
$27.6K +$8.45K +47 +42%
CHC
1395
City Holding Co
West Virginia
$27.2K – – –
ACA
1396
Atlas Capital Advisors
Wyoming
$26.2K – – –
BIA
1397
Bell Investment Advisors
California
$25.8K -$899 -5 -3%
ADL
1398
Asset Dedication LLC
California
$25K -$6.47K -36 -20%
CI
1399
Clal Insurance
Israel
$24K +$2.52K +14 +11%
EIP
1400
Essential Investment Partners
Colorado
$23.4K – – –
54 55
56
57 58