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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
V
901
VeraBank
Texas
$457K – – –
PGA
902
Portland Global Advisors
Maine
$457K – – –
FWM
903
Foguth Wealth Management
Michigan
$454K +$3.51K +21 +0.8%
AWA
904
Archvest Wealth Advisors
California
$451K -$35.6K -213 -7%
CANC
905
Culbertson A N & Co
Virginia
$451K +$452K +2,703 New
AP
906
Advisortrust Partners
North Carolina
$449K +$2.34K +14 +0.5%
CAI
907
Capital Advisors Inc
Oklahoma
$449K -$1K -6 -0.2%
WPW
908
Warther Private Wealth
Ohio
$447K – – –
MA
909
Montag & Associates
Georgia
$446K +$33.8K +202 +8%
SRWM
910
Shira Ridge Wealth Management
California
$446K -$162K -968 -27%
QWP
911
Quotient Wealth Partners
Texas
$445K +$7.19K +43 +2%
BWM
912
Bulltick Wealth Management
Florida
$441K – – –
QI
913
Qtron Investments
Massachusetts
$441K -$147K -878 -25%
LIM
914
Leavell Investment Management
Alabama
$440K +$5.68K +34 +1%
PCG
915
Prosperity Consulting Group
Maryland
$440K -$534K -3,193 -55%
SWA
916
SOA Wealth Advisors
New York
$439K -$15.2K -91 -3%
BRM
917
Boston Research & Management
Massachusetts
$437K – – –
TL
918
Tradewinds LLC
North Carolina
$437K +$62.9K +376 +27%
DMBA
919
Deseret Mutual Benefit Administrators
Utah
$436K -$37.8K -226 -8%
FAM
920
Fulcrum Asset Management
United Kingdom
$435K -$18.4K -110 -4%
MTIC
921
Missouri Trust & Investment Company
Missouri
$434K -$139K -829 -27%
WPWM
922
Western Pacific Wealth Management
Illinois
$434K +$223K +1,335 +105%
M
923
MATAURO
New York
$432K +$122K +730 +39%
BS
924
Banco Santander
Spain
$432K -$20.1M -120,426 -98%
NO
925
Ninety One
South Africa
$432K – – –
35 36
37
38 39