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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
876
Advance Capital Management
Michigan
$490K -$35.4K -212 -7%
GM
877
GeoWealth Management
Illinois
$490K +$151K +903 +44%
FFA
878
Florida Financial Advisors
Florida
$488K -$26.7K -160 -5%
VA
879
VestGen Advisors
Illinois
$486K -$35.6K -213 -7%
WPIC
880
White Pine Investment Company
Michigan
$486K -$1K -6 -0.2%
ML
881
Mayport LLC
Massachusetts
$484K +$1.67K +10 +0.3%
MWM
882
Modera Wealth Management
New Jersey
$481K +$53.8K +322 +13%
FB
883
Fulton Bank
Pennsylvania
$480K -$78.7K -471 -14%
PWPS
884
Pinnacle Wealth Planning Services
Ohio
$480K -$134K -799 -22%
SG
885
Strid Group
Pennsylvania
$479K – – –
AF
886
Alerus Financial
North Dakota
$471K -$74.1K -443 -14%
SWM
887
Sterling Wealth Management
Illinois
$470K – – –
MWM
888
Meritas Wealth Management
California
$468K – – –
LGF
889
LGT Group Foundation
Liechtenstein
$467K +$34.8K +208 +8%
PPWP
890
Premier Path Wealth Partners
New Jersey
$467K -$7.36K -44 -2%
PFS
891
Prospera Financial Services
Texas
$467K -$98.5K -589 -17%
GH
892
GAM Holding
Switzerland
$464K -$1.23M -7,375 -73%
MA
893
MCF Advisors
Kentucky
$462K -$38.4K -230 -8%
BCM
894
Boltwood Capital Management
California
$461K -$34.3K -205 -7%
MPWT
895
MassMutual Private Wealth & Trust
Connecticut
$460K -$66.2K -396 -13%
SWP
896
Stratos Wealth Partners
Ohio
$459K -$3.68K -22 -0.8%
LAM
897
L2 Asset Management
Massachusetts
$459K +$17.9K +107 +4%
V
898
VeraBank
Texas
$457K – – –
PGA
899
Portland Global Advisors
Maine
$457K – – –
FWM
900
Foguth Wealth Management
Michigan
$454K +$3.51K +21 +0.8%
34 35
36
37 38