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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1176
Genesis Private Wealth
Virginia
$315K +$16.8K +74 +6%
FOA
1177
Five Oceans Advisors
California
$315K +$454 +2 +0.2%
TCMP
1178
Thrive Capital Management (Pennsylvania)
Pennsylvania
$314K +$292K +1,289 New
TCOV
1179
Trust Company of Vermont
Vermont
$313K +$4.76K +21 +2%
CWG
1180
Cornerstone Wealth Group
North Carolina
$313K +$1.81K +8 +0.6%
VC
1181
Vestor Capital
Illinois
$313K -$2.27K -10 -0.8%
BBA
1182
Braun-Bostich & Associates
Pennsylvania
$313K +$15.2K +67 +6%
IAS
1183
Insigneo Advisory Services
Florida
$312K +$18.6K +82 +7%
NPA
1184
Nichols & Pratt Advisers
Massachusetts
$312K – – –
EC
1185
EntryPoint Capital
New York
$312K +$290K +1,277 New
IP
1186
Ignite Planners
California
$312K +$23.6K +104 +8%
PWG
1187
Portside Wealth Group
Utah
$311K +$289K +1,275 New
GKWIM
1188
Gerber Kawasaki Wealth & Investment Management
California
$311K +$2.72K +12 +1%
JCM
1189
Jacobi Capital Management
Pennsylvania
$310K +$40.4K +178 +16%
GM
1190
GeoWealth Management
Illinois
$310K -$258K -1,137 -47%
EFM
1191
E Fund Management
China
$308K +$10.7K +47 +4%
NEPPG
1192
New England Professional Planning Group
Rhode Island
$308K – – –
VCM
1193
Versant Capital Management
Arizona
$307K +$117K +517 +70%
VIA
1194
Victrix Investment Advisors
Florida
$307K -$3.4K -15 -1%
YIA
1195
YHB Investment Advisors
Connecticut
$307K -$19.1K -84 -6%
GVAG
1196
Great Valley Advisor Group
Delaware
$306K -$11.6K -51 -4%
TFCP
1197
Twin Focus Capital Partners
Massachusetts
$306K – – –
HI
1198
Harbour Investments
Wisconsin
$306K +$9.98K +44 +4%
CPA
1199
Court Place Advisors
Maryland
$305K +$10.9K +48 +4%
ONB
1200
Old National Bancorp
Indiana
$305K +$283K +1,248 New
46 47
48
49 50