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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
1451
Bank of Jackson Hole Trust
Wyoming
$18.1K – – –
DIP
1452
DT Investment Partners
Pennsylvania
$18.1K – – –
UCB
1453
United Community Bank
South Carolina
$18.1K +$3.91K +19 +27%
OAJ
1454
Ogorek Anthony Joseph
New York
$18K -$1.23K -6 -6%
MFT
1455
Moisand Fitzgerald Tamayo
Florida
$17.9K – – –
MMCM
1456
Murphy & Mullick Capital Management
New York
$17.7K – – –
TC
1457
Truvestments Capital
Florida
$17.7K +$18.1K +88 New
OC
1458
Oakworth Capital
Alabama
$17.1K – – –
BCM
1459
Boreal Capital Management
Florida
$16.7K +$9.67K +47 +131%
SIC
1460
SJS Investment Consulting
Ohio
$16.5K +$14.2K +69 +531%
CA
1461
Crewe Advisors
Utah
$16.1K – – –
AW
1462
Avion Wealth
Texas
$16K +$3.5K +17 +26%
MWM
1463
Mascoma Wealth Management
New Hampshire
$15.7K – – –
NC
1464
North Capital
Utah
$15.3K +$206 +1 +1%
CIAS
1465
CBIZ Investment Advisory Services
Ohio
$15.1K +$6.17K +30 +67%
SC
1466
Steph & Co
Wisconsin
$14.9K +$617 +3 +4%
GIA
1467
GHP Investment Advisors
Colorado
$14.5K -$823 -4 -5%
1M
1468
1248 Management
Missouri
$14.5K -$899K -4,372 -98%
AP
1469
Aspect Partners
Virginia
$14.3K +$206 +1 +1%
AWM
1470
Abound Wealth Management
Tennessee
$14K – – –
NWM
1471
Navigoe Wealth Management
California
$14K +$14.4K +70 New
FMB
1472
Field & Main Bank
Kentucky
$13.1K – – –
CWM
1473
Copia Wealth Management
Oregon
$12.5K – – –
PCM
1474
Perritt Capital Management
Illinois
$12.3K – – –
WBC
1475
West Branch Capital
Massachusetts
$12.3K +$11.7K +57 +1,425%
57 58
59
60 61