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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
901
Walter & Keenan Wealth Management
Indiana
$501K – – –
GIA
902
Gladstone Institutional Advisory
Florida
$501K -$111K -558 -19%
PAS
903
Point72 Asia (Singapore)
Singapore
$500K +$484K +2,428 New
KIG
904
Kessler Investment Group
Indiana
$500K +$176K +885 +57%
AWM
905
Avior Wealth Management
Nebraska
$499K +$455K +2,284 +1,655%
AWA
906
Arkadios Wealth Advisors
Georgia
$493K +$399 +2 +0.1%
GM
907
GeoWealth Management
Illinois
$493K +$171K +859 +56%
PIM
908
Penobscot Investment Management
Massachusetts
$490K -$70.8K -355 -13%
WI
909
WBI Investments
New Jersey
$489K +$473K +2,372 New
SWM
910
Stockman Wealth Management
Montana
$488K -$27.7K -139 -6%
PIA
911
Powell Investment Advisors
Florida
$486K – – –
PI
912
PFG Investments
New York
$484K +$468K +2,349 New
FA
913
Faithward Advisors
Pennsylvania
$483K +$64.2K +322 +16%
LNB
914
Ledyard National Bank
$481K -$49.8K -250 -10%
TBA
915
Tower Bridge Advisors
Pennsylvania
$480K -$39.9K -200 -8%
SPC
916
Sigma Planning Corp
Michigan
$479K +$464K +2,327 New
AP
917
Adero Partners
California
$479K +$206K +1,035 +80%
EAM
918
Empirical Asset Management
Massachusetts
$478K +$462K +2,320 New
FFA
919
Farther Finance Advisors
California
$477K +$174K +871 +59%
PCM
920
Penserra Capital Management
California
$476K -$430K -2,159 -48%
RBC
921
Roble Belko & Company
Pennsylvania
$475K – – –
FMLI
922
Fukoku Mutual Life Insurance
Japan
$475K – – –
CAM
923
Chesapeake Asset Management
New York
$472K -$274K -1,375 -37%
MA
924
Mutual Advisors
Nebraska
$471K +$5.98K +30 +1%
GT
925
Glenview Trust
Kentucky
$471K +$10.2K +51 +2%
35 36
37
38 39