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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
1101
Capital Directions Investment Advisors
Georgia
$13K +$12.3K +78 New
CFD
1102
Creative Financial Designs
Indiana
$12K -$4.57K -29 -29%
WB
1103
West Bancorporation
Iowa
$12K -$2.68K -17 -20%
SC
1104
Sierra Capital
Florida
$12K -$1.1K -7 -9%
CHA
1105
Carmichael Hill & Associates
Maryland
$12K – – –
TJHA
1106
Thomas J. Herzfeld Advisors
Florida
$12K – – –
GG
1107
Gleason Group
Kentucky
$12K +$158 +1 +1%
RWM
1108
Raffa Wealth Management
District of Columbia
$11.4K -$3.15K -20 -23%
RDFA
1109
Ritter Daniher Financial Advisory
Ohio
$11K – – –
FCA
1110
FinTrust Capital Advisors
South Carolina
$11K +$9.77K +62 New
MUMSS
1111
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K -$9.46K -60 -50%
RCM
1112
Raleigh Capital Management
North Carolina
$9K +$8.2K +52 New
ACM
1113
AUA Capital Management
Pennsylvania
$8K – – –
FCG
1114
Financial Connections Group
California
$8K – – –
TCWA
1115
Ten Capital Wealth Advisors
Washington
$8K – – –
UFF
1116
USA Financial Formulas
Michigan
$7K -$1.3M -8,251 -100%
MA
1117
MCF Advisors
Kentucky
$7K +$6.31K +40 New
FWM
1118
Focused Wealth Management
New York
$6K – – –
CI
1119
Cordant Inc
Oregon
$6K +$5.2K +33 New
GKIM
1120
GW&K Investment Management
Massachusetts
$6K +$5.2K +33 New
AF
1121
Arrow Financial
New York
$6K +$5.52K +35 New
DHGWA
1122
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K – – –
LWANC
1123
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
SC
1124
SouthState Corp
Florida
$5K – – –
TFA
1125
Toth Financial Advisory
Virginia
$5K – – –
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