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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
901
Archvest Wealth Advisors
California
$451K -$35.6K -213 -7%
CANC
902
Culbertson A N & Co
Virginia
$451K +$452K +2,703 New
AP
903
Advisortrust Partners
North Carolina
$449K +$2.34K +14 +0.5%
CAI
904
Capital Advisors Inc
Oklahoma
$449K -$1K -6 -0.2%
WPW
905
Warther Private Wealth
Ohio
$447K – – –
MA
906
Montag & Associates
Georgia
$446K +$33.8K +202 +8%
SRWM
907
Shira Ridge Wealth Management
California
$446K -$162K -968 -27%
QWP
908
Quotient Wealth Partners
Texas
$445K +$7.19K +43 +2%
BWM
909
Bulltick Wealth Management
Florida
$441K – – –
QI
910
Qtron Investments
Massachusetts
$441K -$147K -878 -25%
LIM
911
Leavell Investment Management
Alabama
$440K +$5.68K +34 +1%
PCG
912
Prosperity Consulting Group
Maryland
$440K -$534K -3,193 -55%
SWA
913
SOA Wealth Advisors
New York
$439K -$15.2K -91 -3%
BRM
914
Boston Research & Management
Massachusetts
$437K – – –
TL
915
Tradewinds LLC
North Carolina
$437K +$62.9K +376 +27%
DMBA
916
Deseret Mutual Benefit Administrators
Utah
$436K -$37.8K -226 -8%
FAM
917
Fulcrum Asset Management
United Kingdom
$435K -$18.4K -110 -4%
MTIC
918
Missouri Trust & Investment Company
Missouri
$434K -$139K -829 -27%
WPWM
919
Western Pacific Wealth Management
Illinois
$434K +$223K +1,335 +105%
M
920
MATAURO
New York
$432K +$122K +730 +39%
BS
921
Banco Santander
Spain
$432K -$20.1M -120,426 -98%
NO
922
Ninety One
South Africa
$432K – – –
CWM
923
C2C Wealth Management
Arizona
$430K – – –
AAS
924
Ameritas Advisory Services
Nebraska
$429K -$630K -3,771 -59%
NSB
925
Norway Savings Bank
Maine
$426K -$311K -1,863 -42%
35 36
37
38 39