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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1201
VestGen Advisors
Illinois
$287K -$53.5K -237 -15%
GPW
1202
Genesis Private Wealth
Virginia
$287K +$4.29K +19 +1%
VCP
1203
Verus Capital Partners
Arizona
$286K -$8.13K -36 -3%
SGWM
1204
Sterling Group Wealth Management
California
$285K -$21.9K -97 -7%
PWG
1205
Portside Wealth Group
Utah
$284K +$5.87K +26 +2%
WCM
1206
WealthBridge Capital Management
Ohio
$284K -$39.3K -174 -12%
CCI
1207
Credit Capital Investments
New Jersey
$284K +$293K +1,300 New
QL
1208
Quarry LP
New York
$284K +$95.3K +422 +48%
JSSH
1209
J. Safra Sarasin Holding
$283K +$292K +1,293 New
OL
1210
OneFund LLC
Florida
$282K -$2.48K -11 -0.8%
GKWIM
1211
Gerber Kawasaki Wealth & Investment Management
California
$282K +$3.84K +17 +1%
CWG
1212
Cornerstone Wealth Group
North Carolina
$282K +$1.13K +5 +0.4%
NPA
1213
Nichols & Pratt Advisers
Massachusetts
$279K – – –
MWM
1214
Modern Wealth Management
Kansas
$279K +$22.6K +100 +9%
TCOV
1215
Trust Company of Vermont
Vermont
$278K -$2.26K -10 -0.8%
FAFN
1216
First Affirmative Financial Network
Colorado
$278K -$40K -177 -12%
PL
1217
Parthenon LLC
Kentucky
$277K +$12.6K +56 +5%
FOA
1218
Five Oceans Advisors
California
$277K -$5.64K -25 -2%
UW
1219
Unique Wealth
Florida
$276K +$28.4K +126 +11%
FA
1220
Fiduciary Alliance
South Carolina
$276K +$75.4K +334 +36%
NEPPG
1221
New England Professional Planning Group
Rhode Island
$276K – – –
BW
1222
Blalock Williams
Alabama
$275K +$12.9K +57 +5%
VIA
1223
Victrix Investment Advisors
Florida
$275K – – –
YIA
1224
YHB Investment Advisors
Connecticut
$275K – – –
TFCP
1225
Twin Focus Capital Partners
Massachusetts
$274K – – –
47 48
49
50 51