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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
1151
DB Wealth Management Group
California
$15.9K – – –
RFG
1152
RFP Financial Group
Georgia
$15.9K +$15.7K +96 New
ADL
1153
Asset Dedication LLC
California
$15K +$818 +5 +6%
MFT
1154
Moisand Fitzgerald Tamayo
Florida
$14.7K +$3.92K +24 +37%
SC
1155
Seldon Capital
California
$14.6K – – –
OC
1156
Oakworth Capital
Alabama
$14.1K – – –
MLM
1157
Mount Lucas Management
Pennsylvania
$13.2K -$2.74M -16,746 -100%
FPFS
1158
First Personal Financial Services
North Carolina
$13.2K – – –
R
1159
Rebalance
California
$12.6K +$12.4K +76 New
AIM
1160
Arcadia Investment Management
Michigan
$12.2K – – –
GG
1161
Gleason Group
Kentucky
$12.2K +$164 +1 +1%
CHA
1162
Carmichael Hill & Associates
Maryland
$11.6K – – –
EE
1163
EWG Elevate
California
$11.6K +$11.4K +70 New
TJHA
1164
Thomas J. Herzfeld Advisors
Florida
$11.3K – – –
M
1165
MOTCO
Texas
$11.3K +$11.1K +68 New
RWM
1166
Raffa Wealth Management
District of Columbia
$11.1K -$1.8K -11 -14%
WHG
1167
Westwood Holdings Group
Texas
$11K +$10.6K +65 New
RDFA
1168
Ritter Daniher Financial Advisory
Ohio
$10.8K – – –
IWP
1169
IAG Wealth Partners
Wisconsin
$10.8K +$10.6K +65 New
KFI
1170
Key Financial Inc
Pennsylvania
$10.2K – – –
CFD
1171
Creative Financial Designs
Indiana
$10.1K – – –
PO
1172
Private Ocean
California
$10.1K +$9.97K +61 New
TLA
1173
Tanglewood Legacy Advisors
Texas
$10.1K +$9.97K +61 New
PK
1174
Pflug Koory
Nebraska
$10K – – –
TC
1175
Trust Company
Kansas
$10K +$9.48K +58 New
45 46
47
48 49