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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1151
Gradient Investments
Minnesota
$19.3K -$37K -222 -66%
MRCM
1152
M&R Capital Management
New Jersey
$19K – – –
CYG
1153
Clean Yield Group
Vermont
$18.3K – – –
LF
1154
Lee Financial
Texas
$17.5K +$16.3K +98 +1,400%
PCM
1155
Perritt Capital Management
Illinois
$16.8K – – –
SCA
1156
Stuart Chaussee & Associates
California
$16.2K – – –
DWMG
1157
DB Wealth Management Group
California
$16K – – –
RFG
1158
RFP Financial Group
Georgia
$16K – – –
ADL
1159
Asset Dedication LLC
California
$15K – – –
MFT
1160
Moisand Fitzgerald Tamayo
Florida
$14.8K – – –
OC
1161
Oakworth Capital
Alabama
$14.2K – – –
FPFS
1162
First Personal Financial Services
North Carolina
$13.3K – – –
AWM
1163
Abound Wealth Management
Tennessee
$12.8K +$4.33K +26 +51%
GG
1164
Gleason Group
Kentucky
$12.3K – – –
AIM
1165
Arcadia Investment Management
Michigan
$12.3K – – –
GIA
1166
GHP Investment Advisors
Colorado
$12K +$2.67K +16 +29%
TCWA
1167
Ten Capital Wealth Advisors
Washington
$12K +$12K +72 New
TFA
1168
Toth Financial Advisory
Virginia
$11.8K +$2.67K +16 +29%
CHA
1169
Carmichael Hill & Associates
Maryland
$11.7K – – –
KFI
1170
Key Financial Inc
Pennsylvania
$11.3K – – –
M
1171
MOTCO
Texas
$11.3K – – –
TJHA
1172
Thomas J. Herzfeld Advisors
Florida
$11.3K – – –
RWM
1173
Raffa Wealth Management
District of Columbia
$11.2K – – –
RDFA
1174
Ritter Daniher Financial Advisory
Ohio
$10.8K – – –
PK
1175
Pflug Koory
Nebraska
$10.2K – – –
45 46
47
48 49