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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
1201
Godsey & Gibb Inc
Virginia
$4K – – –
DI
1202
Disciplined Investments
Oklahoma
$4K – – –
RWPA
1203
Richard W. Paul & Associates
Michigan
$4K – – –
UFF
1204
USA Financial Formulas
Michigan
$3.83K +$3.83K +23 New
WWM
1205
Wolff Wiese Magana
California
$3.33K +$1.67K +10 +100%
GFWA
1206
Grey Fox Wealth Advisors
Delaware
$3.33K +$3.33K +20 New
SIC
1207
SJS Investment Consulting
Ohio
$3.17K -$666 -4 -17%
BCPWM
1208
Bradley & Co Private Wealth Management
Florida
$3.16K – – –
NSIM
1209
North Star Investment Management
Illinois
$3K – – –
LIM
1210
Longfellow Investment Management
Massachusetts
$2.83K – – –
MBFW
1211
Morton Brown Family Wealth
Pennsylvania
$2.5K +$2.5K +15 New
AIP
1212
Ahrens Investment Partners
Louisiana
$2.33K +$2.33K +14 New
TAM
1213
Tucker Asset Management
Colorado
$2.33K +$2.33K +14 New
AW
1214
Avion Wealth
Texas
$2K +$2.17K +13 New
OIA
1215
Optimum Investment Advisors
Illinois
$1.5K – – –
RA
1216
Rise Advisors
New York
$1.5K +$1.5K +9 New
HWA
1217
HHM Wealth Advisors
Tennessee
$1.17K – – –
VNA
1218
Valley National Advisers
Pennsylvania
$1K – – –
CA
1219
Centerpoint Advisors
Massachusetts
$1K +$1K +6 New
HGERS
1220
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.33K +8 New
HWP
1221
Highline Wealth Partners
California
$999 – – –
FSWA
1222
Financial Synergies Wealth Advisors
Texas
$833 – – –
BSB
1223
Bangor Savings Bank
Maine
$666 -$66.6K -400 -99%
2L
1224
25 LLC
Missouri
$541 +$500 +3 New
TWP
1225
TFO Wealth Partners
Ohio
$167 -$44K -264 -100%
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50 51