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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1101
CoreCap Advisors
Michigan
$27K +$25.7K +155 New
BWA
1102
BDO Wealth Advisors
Florida
$26K +$2.82K +17 +13%
ADL
1103
Asset Dedication LLC
California
$25K – – –
DWA
1104
Delos Wealth Advisors
Texas
$25K +$23.8K +143 New
CQS
1105
Credential Qtrade Securities
$21K – – –
JWM
1106
Janiczek Wealth Management
Colorado
$21K +$1.66K +10 +9%
MUMSS
1107
Mitsubishi UFJ Morgan Stanley Securities
Japan
$21K +$19.9K +120 New
MRCM
1108
M&R Capital Management
New Jersey
$19K – – –
SIC
1109
SJS Investment Consulting
Ohio
$19K +$18.6K +112 New
CFD
1110
Creative Financial Designs
Indiana
$18K -$318K -1,916 -95%
CAL
1111
Capital Analysts LLC
Pennsylvania
$18K – – –
FFC
1112
First Financial Corp
Indiana
$18K – – –
AIM
1113
AHL Investment Management
Florida
$18K +$17.3K +104 New
DWMG
1114
DB Wealth Management Group
California
$17K – – –
JFA
1115
JNBA Financial Advisors
Minnesota
$17K – – –
NC
1116
Nicholas Company
Wisconsin
$17K – – –
ACM
1117
Aquatic Capital Management
Illinois
$17K +$16.6K +100 New
RWM
1118
Raffa Wealth Management
District of Columbia
$15.1K +$3.32K +20 +30%
OC
1119
Oakworth Capital
Alabama
$15K -$5.48K -33 -28%
WB
1120
West Bancorporation
Iowa
$15K +$14.5K +87 New
SC
1121
Seldon Capital
California
$15K +$14.6K +88 New
SC
1122
Sierra Capital
Florida
$14K +$13.3K +80 New
AIM
1123
Arcadia Investment Management
Michigan
$13K – – –
GG
1124
Gleason Group
Kentucky
$13K – – –
AP
1125
Atwood & Palmer
Missouri
$13K +$5.98K +36 +92%
43 44
45
46 47