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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
951
Ellevest Inc
New York
$498K +$71.6K +383 +17%
PCIA
952
Prime Capital Investment Advisors
Kansas
$494K -$149K -798 -23%
CAI
953
Capital Advisors Inc
Oklahoma
$493K +$1.5K +8 +0.3%
PCS
954
Personal CFO Solutions
New Jersey
$492K -$23.6K -126 -5%
LGF
955
LGT Group Foundation
Liechtenstein
$488K +$25K +134 +5%
NF
956
Nvest Financial
New Hampshire
$487K -$4.67K -25 -0.9%
BRM
957
Boston Research & Management
Massachusetts
$486K – – –
FAM
958
Fulcrum Asset Management
United Kingdom
$485K -$14.4K -77 -3%
QWP
959
Quotient Wealth Partners
Texas
$482K -$218K -1,167 -31%
CAG
960
Csenge Advisory Group
Florida
$479K -$14K -75 -3%
CWM
961
C2C Wealth Management
Arizona
$479K – – –
JCM
962
Jacobi Capital Management
Pennsylvania
$470K +$119K +635 +33%
SIA
963
Soltis Investment Advisors
Utah
$469K +$33.3K +178 +8%
PPWP
964
Premier Path Wealth Partners
New Jersey
$468K -$5.23K -28 -1%
EW
965
Evoke Wealth
California
$467K +$38.3K +205 +9%
CAMG
966
CWA Asset Management Group
Florida
$466K -$108K -577 -19%
ANTB
967
AMG National Trust Bank
Colorado
$465K -$264K -1,413 -36%
BCB
968
Brian C. Broderick
$464K – – –
SAI
969
Savvy Advisors Inc
New York
$463K +$126K +675 +37%
PCM
970
Parsons Capital Management
Rhode Island
$463K +$60.2K +322 +15%
SPC
971
Sigma Planning Corp
Michigan
$462K -$1.12K -6 -0.2%
MA
972
Montag & Associates
Georgia
$459K – – –
NB
973
Nicolet Bankshares
Wisconsin
$459K -$211K -1,131 -31%
NP
974
NorthRock Partners
Minnesota
$458K -$942K -5,042 -67%
LAM
975
L2 Asset Management
Massachusetts
$457K +$29.3K +157 +7%
37 38
39
40 41