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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
801
First Financial Corp
Indiana
$10K +$10.3K +103 New
TIM
802
Tortoise Investment Management
New York
$9K – – –
SGAM
803
Smith Group Asset Management
Texas
$9K +$2K +20 +29%
TWA
804
TCI Wealth Advisors
Arizona
$8K -$600 -6 -7%
AP
805
Atwood & Palmer
Missouri
$8K – – –
RIA
806
Realta Investment Advisors
Delaware
$7K -$3.4K -34 -33%
EWA
807
Evolution Wealth Advisors
Florida
$7K – – –
LF
808
Lee Financial
Texas
$7K – – –
LWM
809
Lenox Wealth Management
Ohio
$7K – – –
OC
810
Oakworth Capital
Alabama
$6K -$61K -610 -92%
CA
811
Centerpoint Advisors
Massachusetts
$6K – – –
FEG
812
Financial Enhancement Group
Indiana
$6K – – –
DAM
813
Delta Asset Management
Tennessee
$6K +$5.6K +56 New
RWM
814
Raffa Wealth Management
District of Columbia
$5.1K +$5.1K +51 New
GWAG
815
Garrett Wealth Advisory Group
Texas
$5K +$5K +50 New
HR
816
Howe & Rusling
New York
$5K -$300 -3 -6%
GSWM
817
Golden State Wealth Management
California
$5K – – –
LFG
818
Larson Financial Group
Missouri
$5K +$5K +50 New
NSIM
819
North Star Investment Management
Illinois
$5K +$5K +50 New
GWMIA
820
Global Wealth Management Investment Advisory
Florida
$4K -$11.8K -118 -75%
HIM
821
Hillsdale Investment Management
Ontario, Canada
$4K – – –
ME
822
McIlrath & Eck
Washington
$4K – – –
LWM
823
Liberty Wealth Management
California
$4K +$3.4K +34 +340%
JAM
824
JCIC Asset Management
Ontario, Canada
$3K – – –
LWANC
825
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +30 New
31 32
33
34 35