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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1051
Focused Wealth Management
New York
$6K
MA
1052
MCF Advisors
Kentucky
$6K +$6.05K +40 New
RTL
1053
Red Tortoise LLC
Georgia
$6K +$6.5K +43 New
LWANC
1054
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
UFF
1055
USA Financial Formulas
Michigan
$5K
TFA
1056
Toth Financial Advisory
Virginia
$5K +$4.54K +30 New
Optiver Holding
1057
Optiver Holding
Netherlands
$5K +$5.29K +35 New
CFA
1058
Cahill Financial Advisors
Minnesota
$5K +$5.45K +36 New
TLFA
1059
True Link Financial Advisors
California
$4K
JWA
1060
JFS Wealth Advisors
Pennsylvania
$4K +$3.63K +24 New
CWM
1061
Cranbrook Wealth Management
Michigan
$4K +$3.78K +25 New
KFI
1062
Key Financial Inc
Pennsylvania
$3K -$89.8K -594 -97%
LIM
1063
Longfellow Investment Management
Massachusetts
$3K
TFM
1064
TFC Financial Management
Massachusetts
$3K
GKWIM
1065
Gerber Kawasaki Wealth & Investment Management
California
$3K +$454 +3 New
FCB
1066
First Command Bank
Texas
$3K +$3.02K +20 New
FCFS
1067
First Command Financial Services
Texas
$3K +$3.02K +20 New
MG
1068
MilWealth Group
Wisconsin
$2.42K +$2.42K +16 New
AWMS
1069
Advocacy Wealth Management Services
Georgia
$2K
BWM
1070
Baystate Wealth Management
Massachusetts
$2K
LAS
1071
Lloyd Advisory Services
Georgia
$2K
CI
1072
Cordant Inc
Oregon
$2K +$1.51K +10 New
FWM
1073
Filbrandt Wealth Management
Wisconsin
$2K +$2.12K +14 New
LWA
1074
Lenox Wealth Advisors
New York
$1K
CCM
1075
Cribstone Capital Management
Maine
$1K +$1.21K +8 New