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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
1226
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.64K – – –
DIP
1227
DT Investment Partners
Pennsylvania
$5.5K – – –
DF
1228
DecisionPoint Financial
Arizona
$5.08K – – –
DI
1229
Disciplined Investments
Oklahoma
$4.89K +$355 +2 +8%
RWPA
1230
Richard W. Paul & Associates
Michigan
$4.51K – – –
UFF
1231
USA Financial Formulas
Michigan
$4.33K – – –
SIC
1232
SJS Investment Consulting
Ohio
$4.33K +$710 +4 +21%
RAM
1233
Riggs Asset Management
Pennsylvania
$4.33K +$4.08K +23 New
TFGT
1234
TS Financial Group (TSFG)
Illinois
$4K -$119K -668 -97%
AW
1235
Avion Wealth
Texas
$4K +$2.66K +15 +115%
WWM
1236
Wolff Wiese Magana
California
$3.76K – – –
FPF
1237
First Pacific Financial
Washington
$3.76K +$3.55K +20 New
BCPWM
1238
Bradley & Co Private Wealth Management
Florida
$3.57K – – –
SIS
1239
Sound Income Strategies
Florida
$3.38K -$31.8K -179 -91%
QL
1240
Quarry LP
New York
$3.38K -$1.24K -7 -28%
NSIM
1241
North Star Investment Management
Illinois
$3.38K – – –
LIM
1242
Longfellow Investment Management
Massachusetts
$3.2K – – –
VNA
1243
Valley National Advisers
Pennsylvania
$3K +$1.77K +10 +333%
SWM
1244
Sanctuary Wealth Management
Idaho
$2.07K +$1.95K +11 New
HBW
1245
Hazlett, Burt & Watson
West Virginia
$2K +$2.31K +13 New
HWP
1246
Highline Wealth Partners
California
$1.13K – – –
CA
1247
Centerpoint Advisors
Massachusetts
$1K – – –
SF
1248
Safeguard Financial
Wisconsin
$1K +$1.06K +6 New
PP
1249
PrairieView Partners
Minnesota
$1K +$1.24K +7 New
FSWA
1250
Financial Synergies Wealth Advisors
Texas
$941 – – –
48 49
50
51 52