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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
901
Tortoise Investment Management
New York
$10K – – –
SGAM
902
Smith Group Asset Management
Texas
$10K +$1.15K +10 +13%
RWM
903
Raffa Wealth Management
District of Columbia
$9.18K +$1.38K +12 +18%
AP
904
Atwood & Palmer
Missouri
$9K – – –
CFGS
905
Concourse Financial Group Securities
Alabama
$9K +$2.64K +23 +40%
NFG
906
Next Financial Group
Texas
$9K +$9.28K +81 New
GG
907
Gleason Group
Kentucky
$8K – – –
LF
908
Lee Financial
Texas
$8K – – –
M
909
MOTCO
Texas
$8K – – –
TWA
910
TCI Wealth Advisors
Arizona
$8K – – –
RA
911
Rational Advisors
New York
$8K +$573 +5 +7%
ADL
912
Asset Dedication LLC
California
$7K – – –
SIC
913
Salem Investment Counselors
North Carolina
$7K – – –
TJHA
914
Thomas J. Herzfeld Advisors
Florida
$7K – – –
HIM
915
Hillsdale Investment Management
Ontario, Canada
$6K +$3.44K +30 +120%
ACM
916
AUA Capital Management
Pennsylvania
$6K +$5.5K +48 New
CA
917
Crewe Advisors
Utah
$6K +$5.84K +51 New
CHA
918
Carmichael Hill & Associates
Maryland
$5K – – –
FMP
919
Financial Management Professionals
Texas
$5K – – –
LWM
920
Liberty Wealth Management
California
$5K – – –
TWP
921
TFO Wealth Partners
Ohio
$5K +$4.7K +41 New
PB
922
Pinnacle Bancorp
Nebraska
$5K +$5.16K +45 New
MFT
923
Moisand Fitzgerald Tamayo
Florida
$4K – – –
WCG
924
Weaver Consulting Group
California
$4K – – –
AWM
925
Adams Wealth Management
Utah
$4K +$4.35K +38 New
35 36
37
38 39