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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
1101
Thomas J. Herzfeld Advisors
Florida
$11K – – –
LFG
1102
Larson Financial Group
Missouri
$11K +$11.2K +70 New
RWM
1103
Raffa Wealth Management
District of Columbia
$10.4K – – –
RDFA
1104
Ritter Daniher Financial Advisory
Ohio
$10K – – –
GKIM
1105
GW&K Investment Management
Massachusetts
$10K +$4.97K +31 +94%
SC
1106
Sierra Capital
Florida
$9K -$2.88K -18 -25%
CFD
1107
Creative Financial Designs
Indiana
$9K -$1.76K -11 -15%
MUMSS
1108
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K – – –
TFA
1109
Toth Financial Advisory
Virginia
$9K +$4.01K +25 +83%
RCM
1110
Raleigh Capital Management
North Carolina
$8K – – –
ACM
1111
AUA Capital Management
Pennsylvania
$7K – – –
FCG
1112
Financial Connections Group
California
$7K – – –
TCWA
1113
Ten Capital Wealth Advisors
Washington
$7K – – –
SC
1114
Schubert & Co
Texas
$7K +$3.53K +22 +100%
CP
1115
Castleview Partners
Texas
$6.8K -$29.6K -185 -79%
AP
1116
Atwood & Palmer
Missouri
$6K -$5.77K -36 -48%
FWM
1117
Focused Wealth Management
New York
$6K – – –
SFG
1118
Steward Financial Group
Texas
$6K +$4.17K +26 +137%
WB
1119
West Bancorporation
Iowa
$5K -$5.61K -35 -50%
LWANC
1120
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
SC
1121
SouthState Corp
Florida
$5K – – –
CAL
1122
Capital Advisors Ltd
Ohio
$5K +$2.24K +14 +74%
HWM
1123
Horizons Wealth Management
North Carolina
$5K +$4.49K +28 New
FPB
1124
First PREMIER Bank
South Dakota
$5K +$5.61K +35 New
COCM
1125
Charter Oak Capital Management
New Hampshire
$4K – – –
43 44
45
46 47