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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1401
Capital A Wealth Management
Pennsylvania
$108K +$13.4K +59 +15%
QC
1402
Quent Capital
New York
$107K +$24.1K +106 +32%
KA
1403
Kozak & Associates
Colorado
$107K +$6.58K +29 +7%
STB
1404
S&T Bank
Pennsylvania
$105K – – –
PAI
1405
Pittenger & Anderson Inc
Nebraska
$105K – – –
MDA
1406
Minot DeBlois Advisors
Massachusetts
$104K -$38.6K -170 -29%
JFGIW
1407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K -$8.85K -39 -8%
RCM
1408
Raleigh Capital Management
North Carolina
$103K -$54.2K -239 -36%
EPIMS
1409
Evelyn Partners Investment Management Services
$102K – – –
NS
1410
NBC Securities
Alabama
$101K +$93.9K +414 New
DFA
1411
DHJJ Financial Advisors
Illinois
$100K – – –
NECFA
1412
New England Capital Financial Advisors
Connecticut
$99.4K -$4.31K -19 -4%
AA
1413
Ancora Advisors
Ohio
$98.3K +$454 +2 +0.5%
AA
1414
Addison Advisors
Vermont
$96.6K -$2.95K -13 -3%
M
1415
MOTCO
Texas
$92K +$53.8K +237 +169%
CNBT
1416
Cornerstone National Bank & Trust
Illinois
$91.5K – – –
SCA
1417
Stuart Chaussee & Associates
California
$91.3K – – –
CWM
1418
Centricity Wealth Management
Ohio
$90.8K – – –
APW
1419
Aventura Private Wealth
Florida
$88.6K – – –
SCM
1420
Silvant Capital Management
Georgia
$87.4K – – –
HWA
1421
Heritage Wealth Advisors
Virginia
$82.2K -$12.9K -57 -14%
DWA
1422
Dougherty Wealth Advisers
Minnesota
$81.5K – – –
MAM
1423
Morse Asset Management
Connecticut
$81.5K – – –
PSFG
1424
Park Square Financial Group
Georgia
$80.3K -$70.3K -310 -49%
WB
1425
Webster Bank
Connecticut
$80K – – –
55 56
57
58 59