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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
926
Halpern Financial
Virginia
$11.7K – – –
SCA
927
Stuart Chaussee & Associates
California
$11K – – –
TIM
928
Tortoise Investment Management
New York
$11K – – –
TFS
929
TrustCore Financial Services
Tennessee
$11K +$10.8K +95 New
DWMG
930
DB Wealth Management Group
California
$11K +$10.9K +96 New
HFS
931
Hantz Financial Services
Michigan
$11K +$11.1K +98 New
CL
932
COWA LLC
Oklahoma
$11K +$11.4K +100 New
CIA
933
CSat Investment Advisory
Michigan
$10K -$181K -1,594 -95%
RWM
934
Raffa Wealth Management
District of Columbia
$9.36K – – –
AWA
935
Arkadios Wealth Advisors
Georgia
$9K -$13.6K -120 -60%
AP
936
Atwood & Palmer
Missouri
$9K – – –
GG
937
Gleason Group
Kentucky
$8K – – –
LF
938
Lee Financial
Texas
$8K – – –
M
939
MOTCO
Texas
$8K – – –
TWA
940
TCI Wealth Advisors
Arizona
$8K – – –
TJHA
941
Thomas J. Herzfeld Advisors
Florida
$8K – – –
SGAM
942
Smith Group Asset Management
Texas
$7K -$3.41K -30 -33%
ADL
943
Asset Dedication LLC
California
$7K – – –
SIC
944
Salem Investment Counselors
North Carolina
$7K – – –
JWA
945
JFS Wealth Advisors
Pennsylvania
$7K +$6.48K +57 New
TIAM2
946
Tru Independence Asset Management 2
Oregon
$7K +$6.59K +58 New
HIM
947
Hillsdale Investment Management
Ontario, Canada
$6K – – –
LWM
948
Liberty Wealth Management
California
$6K +$1.59K +14 +32%
MFT
949
Moisand Fitzgerald Tamayo
Florida
$6K +$1.59K +14 +39%
HR
950
Howe & Rusling
New York
$6K +$5.45K +48 New
36 37
38
39 40