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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
901
VestGen Advisors
Illinois
$511K +$563K +3,129 New
AWA
902
Archvest Wealth Advisors
California
$506K +$36K +200 +7%
WPIC
903
White Pine Investment Company
Michigan
$506K -$31.1K -173 -6%
EI
904
Ellevest Inc
New York
$505K +$41K +228 +9%
NAMNJ
905
NorthStar Asset Management (New Jersey)
New Jersey
$503K -$761K -4,231 -59%
ML
906
Mayport LLC
Massachusetts
$502K +$197K +1,095 +61%
NW
907
NewEdge Wealth
Pennsylvania
$500K -$2.34M -13,024 -82%
SG
908
Strid Group
Pennsylvania
$498K – – –
N
909
Natixis
France
$495K -$3.31M -18,404 -87%
CIM
910
Cambria Investment Management
California
$494K +$512K +2,849 New
PPWP
911
Premier Path Wealth Partners
New Jersey
$493K +$57.9K +322 +13%
DMBA
912
Deseret Mutual Benefit Administrators
Utah
$493K +$205K +1,138 +67%
SWM
913
Sterling Wealth Management
Illinois
$489K – – –
DDC
914
DF Dent & Co
Maryland
$488K -$524K -2,912 -51%
IWM
915
IHT Wealth Management
Illinois
$487K +$8.99K +50 +2%
FC
916
FORA Capital
Florida
$487K +$504K +2,806 New
MWM
917
Meritas Wealth Management
California
$487K – – –
PI
918
PFG Investments
New York
$485K +$186K +1,036 +59%
PTC
919
Private Trust Company
Ohio
$484K -$13.5K -75 -3%
SWP
920
Stratos Wealth Partners
Ohio
$482K -$34K -189 -6%
V
921
VeraBank
Texas
$475K -$192K -1,069 -28%
FAM
922
Fulcrum Asset Management
United Kingdom
$475K +$23.6K +131 +5%
PGA
923
Portland Global Advisors
Maine
$475K – – –
PMSA
924
Patrick M. Sweeney & Associates
Illinois
$474K +$8.99K +50 +2%
KAM
925
Knightsbridge Asset Management
California
$473K +$491K +2,729 New
35 36
37
38 39