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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1251
Kerr Financial Planning
California
$75.6K +$16K +96 +27%
HC
1252
Hara Capital
Washington
$75.5K – – –
ICM
1253
Islay Capital Management
Texas
$75K – – –
MPW
1254
MASECO Private Wealth
$74.6K – – –
KA
1255
Kozak & Associates
Colorado
$74.2K +$334 +2 +0.5%
LWM
1256
Lodestone Wealth Management
Washington
$72.5K +$2.51K +15 +4%
PAI
1257
Pittenger & Anderson Inc
Nebraska
$71.5K – – –
HIA
1258
Harbor Investment Advisory
Maryland
$70.8K – – –
GFM
1259
GF Fund Management
China
$69.2K – – –
NECFA
1260
New England Capital Financial Advisors
Connecticut
$68.7K +$334 +2 +0.5%
DFA
1261
DHJJ Financial Advisors
Illinois
$68.3K – – –
MAM
1262
Morse Asset Management
Connecticut
$67.5K -$25.1K -150 -27%
MDA
1263
Minot DeBlois Advisors
Massachusetts
$66.7K – – –
GP
1264
Guardian Partners
Canada
$66.7K +$66.9K +400 New
IBOK
1265
Independence Bank of Kentucky
Kentucky
$65.8K -$52.8K -316 -44%
MSWM
1266
Mowery & Schoenfeld Wealth Management
Illinois
$64.5K -$167 -1 -0.3%
CT
1267
Colonial Trust
South Carolina
$64.3K -$31.8K -190 -33%
LSA
1268
Leonteq Securities AG
Switzerland
$63.8K -$451K -2,699 -88%
BGAI
1269
Bruce G. Allen Investments
Colorado
$61.3K -$11K -66 -15%
SCM
1270
Silvant Capital Management
Georgia
$59.7K – – –
RCM
1271
Raleigh Capital Management
North Carolina
$59.3K -$501 -3 -0.8%
PUI
1272
Purpose Unlimited Inc
$59K – – –
AIM
1273
Axiom Investment Management
New York
$58.2K -$1.67K -10 -3%
AFC
1274
Ares Financial Consulting
California
$57.3K +$1.5K +9 +3%
WA
1275
WPG Advisers
Maryland
$56.2K +$8.86K +53 +19%
49 50
51
52 53