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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
1201
Silicon Valley Capital Partners
California
$13.2K +$12.4K +70 New
TJHA
1202
Thomas J. Herzfeld Advisors
Florida
$12.8K – – –
RWM
1203
Raffa Wealth Management
District of Columbia
$12.6K – – –
RDFA
1204
Ritter Daniher Financial Advisory
Ohio
$12.2K – – –
CBT
1205
Central Bank & Trust
Kentucky
$12.2K +$7.1K +40 +160%
BG
1206
Bollard Group
Massachusetts
$12K +$11.5K +65 New
PK
1207
Pflug Koory
Nebraska
$11.5K – – –
TLA
1208
Tanglewood Legacy Advisors
Texas
$11.5K – – –
WWP
1209
WR Wealth Planners
Missouri
$10.7K -$177 -1 -2%
TCM
1210
TD Capital Management
Tennessee
$10.4K – – –
TFA
1211
Toth Financial Advisory
Virginia
$10.3K -$2.84K -16 -23%
MWM
1212
Mascoma Wealth Management
New Hampshire
$9.47K – – –
NCM
1213
Northwest Capital Management
Oregon
$9.03K +$8.52K +48 New
FCG
1214
Financial Connections Group
California
$9K +$9.05K +51 New
HWM
1215
Horizons Wealth Management
North Carolina
$8.28K +$2.84K +16 +57%
RTL
1216
Red Tortoise LLC
Georgia
$8.09K – – –
BWM
1217
Baystate Wealth Management
Massachusetts
$8.07K – – –
AP
1218
Atwood & Palmer
Missouri
$7.34K – – –
FWM
1219
Focused Wealth Management
New York
$7.21K -$39.9K -225 -86%
AWM
1220
Activest Wealth Management
Florida
$7.03K – – –
HS
1221
Horan Securities
United States
$6.96K – – –
SIC
1222
Salem Investment Counselors
North Carolina
$6.77K – – –
CCMI
1223
Creative Capital Management Investments
California
$6.58K – – –
TFM
1224
TFC Financial Management
Massachusetts
$6.39K +$1.24K +7 +26%
ETC
1225
Exchange Traded Concepts
Oklahoma
$6.02K -$53.9K -304 -90%
47 48
49
50 51