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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1101
Clean Yield Group
Vermont
$16K – – –
JFA
1102
JNBA Financial Advisors
Minnesota
$15K – – –
AWM
1103
Abound Wealth Management
Tennessee
$14K +$15.1K +94 New
DWMG
1104
DB Wealth Management Group
California
$14K – – –
SCA
1105
Stuart Chaussee & Associates
California
$14K – – –
RCM
1106
Raleigh Capital Management
North Carolina
$14K +$6.26K +39 +75%
OC
1107
Oakworth Capital
Alabama
$13K – – –
SC
1108
Seldon Capital
California
$13K – – –
FPFS
1109
First Personal Financial Services
North Carolina
$12K +$12.8K +80 New
ADL
1110
Asset Dedication LLC
California
$12K +$13.3K +83 New
RWM
1111
Raffa Wealth Management
District of Columbia
$11.6K +$1.76K +11 +16%
AIM
1112
Arcadia Investment Management
Michigan
$11K – – –
GG
1113
Gleason Group
Kentucky
$11K – – –
MCC
1114
Money Concepts Capital
Florida
$11K +$11.4K +71 New
CHA
1115
Carmichael Hill & Associates
Maryland
$10K – – –
RDFA
1116
Ritter Daniher Financial Advisory
Ohio
$10K – – –
TJHA
1117
Thomas J. Herzfeld Advisors
Florida
$10K – – –
KFI
1118
Key Financial Inc
Pennsylvania
$10K +$7.86K +49 +258%
MFT
1119
Moisand Fitzgerald Tamayo
Florida
$10K +$10.4K +65 New
CFD
1120
Creative Financial Designs
Indiana
$9K – – –
MUMSS
1121
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K – – –
SC
1122
Schubert & Co
Texas
$9K +$2.09K +13 +30%
CAL
1123
Capital Advisors Ltd
Ohio
$9K +$4.17K +26 +79%
CB
1124
Community Bank
New York
$9K +$9.47K +59 New
PK
1125
Pflug Koory
Nebraska
$9K +$9.79K +61 New
43 44
45
46 47