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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
801
CSat Investment Advisory
Michigan
$6K +$1.5K +18 +33%
FEG
802
Financial Enhancement Group
Indiana
$5K – – –
LWANC
803
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5K +60 New
VNA
804
Valley National Advisers
Pennsylvania
$5K +$5.42K +65 New
EWM
805
Executive Wealth Management
Michigan
$5K +$5.67K +68 New
PWM
806
PRW Wealth Management
Massachusetts
$5K +$6.59K +79 New
RWM
807
Raffa Wealth Management
District of Columbia
$4.07K – – –
CA
808
Centerpoint Advisors
Massachusetts
$4K – – –
DAM
809
Delta Asset Management
Tennessee
$4K – – –
NSIM
810
North Star Investment Management
Illinois
$4K – – –
HIM
811
Hillsdale Investment Management
Ontario, Canada
$3K -$1.67K -20 -36%
ME
812
McIlrath & Eck
Washington
$3K +$3.08K +37 New
CIM
813
Contravisory Investment Management
Massachusetts
$3K +$3.42K +41 New
JAM
814
JCIC Asset Management
Ontario, Canada
$2K – – –
OFW
815
Omnia Family Wealth
Florida
$2K – – –
SFG
816
SevenBridge Financial Group
Pennsylvania
$2K – – –
TFA
817
Toth Financial Advisory
Virginia
$2K – – –
GWMIA
818
Global Wealth Management Investment Advisory
Florida
$2K +$1.83K +22 New
JIR
819
James Investment Research
Ohio
$2K +$2K +24 New
JCM
820
Julex Capital Management
Massachusetts
$2K +$2.25K +27 New
LFG
821
LifePlan Financial Group
Ohio
$1K – – –
FCA
822
FinTrust Capital Advisors
South Carolina
$1K +$1.17K +14 New
FGC
823
Financial Gravity Companies
Texas
$1K +$1.33K +16 New
IVA
824
International Value Advisers
– -$47.5M -573,914 Closed
DSA
825
Davis Selected Advisers
Arizona
– -$25.8M -311,328 Closed
31 32
33
34 35