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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1226
Clean Yield Group
Vermont
$16.4K – – –
OC
1227
Oakworth Capital
Alabama
$16.2K – – –
GIA
1228
GHP Investment Advisors
Colorado
$15.7K +$1.92K +10 +14%
FPFS
1229
First Personal Financial Services
North Carolina
$15.2K – – –
WWP
1230
WR Wealth Planners
Missouri
$14.7K +$3.83K +20 +35%
GG
1231
Gleason Group
Kentucky
$14.2K +$192 +1 +1%
AIM
1232
Arcadia Investment Management
Michigan
$14.1K – – –
SVCP
1233
Silicon Valley Capital Partners
California
$13.4K – – –
CHA
1234
Carmichael Hill & Associates
Maryland
$13.3K – – –
TJHA
1235
Thomas J. Herzfeld Advisors
Florida
$12.9K – – –
RWM
1236
Raffa Wealth Management
District of Columbia
$12.8K – – –
CBT
1237
Central Bank & Trust
Kentucky
$12.4K – – –
IG
1238
ING Group
Netherlands
$12K -$1.01M -5,258 -99%
PK
1239
Pflug Koory
Nebraska
$11.6K – – –
TLA
1240
Tanglewood Legacy Advisors
Texas
$11.6K – – –
MWM
1241
Mascoma Wealth Management
New Hampshire
$11.6K +$2.11K +11 +22%
HWP
1242
Highline Wealth Partners
California
$11K +$9.97K +52 +867%
TFA
1243
Toth Financial Advisory
Virginia
$10.5K – – –
CT
1244
Clearstead Trust
Maine
$10.5K +$10.5K +55 New
EWM
1245
Evermay Wealth Management
Virginia
$10.5K +$10.5K +55 New
RDFA
1246
Ritter Daniher Financial Advisory
Ohio
$9.52K -$2.88K -15 -23%
NCM
1247
Northwest Capital Management
Oregon
$9.13K – – –
ANBT
1248
American National Bank & Trust
Texas
$8.75K +$8.82K +46 New
HWM
1249
Horizons Wealth Management
North Carolina
$8.37K – – –
RTL
1250
Red Tortoise LLC
Georgia
$8.18K – – –
48 49
50
51 52