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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
951
Smith Group Asset Management
Texas
$8K +$691 +6 +10%
SIC
952
Salem Investment Counselors
North Carolina
$7K – – –
RA
953
Resolute Advisors
California
$7K +$17.2K +149 New
ACM
954
AUA Capital Management
Pennsylvania
$6K – – –
HR
955
Howe & Rusling
New York
$6K – – –
LWM
956
Liberty Wealth Management
California
$6K – – –
MWM
957
Mascoma Wealth Management
New Hampshire
$6K +$5.76K +50 New
BMD
958
Better Money Decisions
New Mexico
$6K +$6.1K +53 New
TCM
959
Tradewinds Capital Management
Washington
$6K +$6.1K +53 New
WCM
960
Wealthcare Capital Management
Virginia
$6K +$6.1K +53 New
CHA
961
Carmichael Hill & Associates
Maryland
$5K – – –
FMP
962
Financial Management Professionals
Texas
$5K – – –
FWM
963
Focused Wealth Management
New York
$5K +$4.26K +37 New
MWP
964
Meridian Wealth Partners
Pennsylvania
$5K +$5.64K +49 New
LWANC
965
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
LIM
966
Longfellow Investment Management
Massachusetts
$3K – – –
SFO
967
Standard Family Office
South Dakota
$3K – – –
UFF
968
USA Financial Formulas
Michigan
$3K +$346 +3 +14%
CWM
969
Cranbrook Wealth Management
Michigan
$3K +$2.99K +26 New
VBCG
970
Valley Brook Capital Group
Pennsylvania
$3K +$3.69K +32 New
TCOV
971
Trust Company of Vermont
Vermont
$2K -$13.8K -120 -86%
KFI
972
Key Financial Inc
Pennsylvania
$2K – – –
APWA
973
Atlas Private Wealth Advisors
New Jersey
$2K +$1.61K +14 New
BWM
974
Baystate Wealth Management
Massachusetts
$1K – – –
WP
975
WealthShield Partners
North Carolina
$1K +$691 +6 New
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