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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1251
Jackson Grant Investment Advisers
Connecticut
$78.4K +$334 +2 +0.4%
UFF
1252
USA Financial Formulas
Michigan
$77.7K -$13.4K -80 -15%
MTI
1253
Merrithew & Thorsten Inc
California
$77K +$501 +3 +0.7%
SOW
1254
State of Wyoming
Wyoming
$75.8K +$76.1K +455 New
SGFG
1255
Silver Grove Financial Group
New York
$75.7K +$75.9K +454 New
KFP
1256
Kerr Financial Planning
California
$75.6K +$16K +96 +27%
HC
1257
Hara Capital
Washington
$75.5K – – –
ICM
1258
Islay Capital Management
Texas
$75K – – –
MPW
1259
MASECO Private Wealth
$74.6K – – –
KA
1260
Kozak & Associates
Colorado
$74.2K +$334 +2 +0.5%
LWM
1261
Lodestone Wealth Management
Washington
$72.5K +$2.51K +15 +4%
PAI
1262
Pittenger & Anderson Inc
Nebraska
$71.5K – – –
HIA
1263
Harbor Investment Advisory
Maryland
$70.8K – – –
GFM
1264
GF Fund Management
China
$69.2K – – –
NECFA
1265
New England Capital Financial Advisors
Connecticut
$68.7K +$334 +2 +0.5%
DFA
1266
DHJJ Financial Advisors
Illinois
$68.3K – – –
MAM
1267
Morse Asset Management
Connecticut
$67.5K -$25.1K -150 -27%
MDA
1268
Minot DeBlois Advisors
Massachusetts
$66.7K – – –
GP
1269
Guardian Partners
Canada
$66.7K +$66.9K +400 New
IBOK
1270
Independence Bank of Kentucky
Kentucky
$65.8K -$52.8K -316 -44%
MSWM
1271
Mowery & Schoenfeld Wealth Management
Illinois
$64.5K -$167 -1 -0.3%
CT
1272
Colonial Trust
South Carolina
$64.3K -$31.8K -190 -33%
LSA
1273
Leonteq Securities AG
Switzerland
$63.8K -$451K -2,699 -88%
BGAI
1274
Bruce G. Allen Investments
Colorado
$61.3K -$11K -66 -15%
SCM
1275
Silvant Capital Management
Georgia
$59.7K – – –
49 50
51
52 53