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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
951
AUA Capital Management
Pennsylvania
$5K -$114 -1 -2%
CHA
952
Carmichael Hill & Associates
Maryland
$5K – – –
FMP
953
Financial Management Professionals
Texas
$5K – – –
PB
954
Pinnacle Bancorp
Nebraska
$5K – – –
AWG
955
Altus Wealth Group
Colorado
$5K +$4.89K +43 New
JFA
956
JNBA Financial Advisors
Minnesota
$5K +$5.23K +46 New
LWA
957
Lenox Wealth Advisors
New York
$4K -$19.3K -170 -84%
LWANC
958
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
JWM
959
Janiczek Wealth Management
Colorado
$4K +$795 +7 +28%
OAJ
960
Ogorek Anthony Joseph
New York
$3K – – –
AA
961
Ancora Advisors
Ohio
$3K +$2.61K +23 New
HS
962
Horan Securities
United States
$3K +$2.95K +26 New
BSSFA
963
Baron Silver Stevens Financial Advisors
Florida
$3K +$3.07K +27 New
CFB
964
Cullen/Frost Bankers
Texas
$2K -$909 -8 -36%
UFF
965
USA Financial Formulas
Michigan
$2K – – –
LIM
966
Longfellow Investment Management
Massachusetts
$2K +$1.93K +17 New
KFI
967
Key Financial Inc
Pennsylvania
$2K +$2.16K +19 New
SFO
968
Standard Family Office
South Dakota
$2K +$2.39K +21 New
APC
969
Aspire Private Capital
North Carolina
$1K – – –
BWM
970
Baystate Wealth Management
Massachusetts
$1K – – –
CFD
971
Creative Financial Designs
Indiana
$1K – – –
FGAM
972
Financial Gravity Asset Management
Texas
$1K +$682 +6 New
CWP
973
Concord Wealth Partners
Virginia
$1K +$795 +7 New
TI
974
tru Independence
Oregon
$264 +$91.6K +806 +56%
BIP
975
Blueprint Investment Partners
North Carolina
$219 -$213K -1,873 -100%
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