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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1401
Addison Advisors
Vermont
$83.3K -$3.39K -15 -4%
CNBT
1402
Cornerstone National Bank & Trust
Illinois
$82K – – –
SCA
1403
Stuart Chaussee & Associates
California
$81.8K – – –
CWM
1404
Centricity Wealth Management
Ohio
$81.3K – – –
APW
1405
Aventura Private Wealth
Florida
$81.1K +$1.81K +8 +2%
M
1406
MOTCO
Texas
$79.3K +$4.74K +21 +6%
SCM
1407
Silvant Capital Management
Georgia
$78.3K – – –
SIS
1408
Sound Income Strategies
Florida
$77.8K +$74.3K +329 +1,219%
HWA
1409
Heritage Wealth Advisors
Virginia
$73.7K – – –
DWA
1410
Dougherty Wealth Advisers
Minnesota
$73K – – –
AT
1411
Arlington Trust
Alabama
$72.6K +$1.13K +5 +2%
SSG
1412
Summit Securities Group
New York
$72.6K +$75K +332 New
PSFG
1413
Park Square Financial Group
Georgia
$72.2K +$226 +1 +0.3%
WB
1414
Webster Bank
Connecticut
$71.7K – – –
MAM
1415
Meeder Asset Management
Ohio
$71.5K +$11.5K +51 +18%
TPWA
1416
Twin Peaks Wealth Advisors
California
$67.5K +$74.5K +330 New
HWM
1417
HighMark Wealth Management
Minnesota
$67.2K – – –
STB
1418
S&T Bank
Pennsylvania
$66.7K -$28.2K -125 -29%
CA
1419
CoreCap Advisors
Michigan
$65.8K +$2.94K +13 +5%
CCC
1420
Chelsea Counsel Company
California
$65.6K – – –
TIM
1421
Tortoise Investment Management
New York
$65.6K +$4.97K +22 +8%
CSC
1422
Caldwell Sutter Capital
California
$65.6K +$5.19K +23 +8%
GPI
1423
General Partner Inc
Pennsylvania
$65.2K – – –
CIAM
1424
Caitong International Asset Management
Hong Kong
$65.2K +$44.5K +197 +195%
DF
1425
Dunhill Financial
United Kingdom
$63.7K -$226 -1 -0.3%
55 56
57
58 59