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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1251
Briaud Financial Planning
Texas
$8K +$8.43K +44 New
AP
1252
Atwood & Palmer
Missouri
$7.42K – – –
VAG
1253
VisionPoint Advisory Group
Texas
$7.23K +$7.28K +38 New
SIC
1254
Salem Investment Counselors
North Carolina
$6.85K – – –
CCMI
1255
Creative Capital Management Investments
California
$6.66K – – –
TFM
1256
TFC Financial Management
Massachusetts
$6.47K – – –
SR
1257
Syntax Research
Florida
$6.28K +$6.33K +33 New
AW
1258
Avion Wealth
Texas
$6K +$1.53K +8 +29%
VNA
1259
Valley National Advisers
Pennsylvania
$6K +$3.26K +17 +131%
DIP
1260
DT Investment Partners
Pennsylvania
$5.52K – – –
SIC
1261
SJS Investment Consulting
Ohio
$5.52K +$1.15K +6 +26%
DF
1262
DecisionPoint Financial
Arizona
$5.14K – – –
JFA
1263
JNBA Financial Advisors
Minnesota
$5.14K +$5.17K +27 New
PWA
1264
Provenance Wealth Advisors
Florida
$4.76K +$4.79K +25 New
RWPA
1265
Richard W. Paul & Associates
Michigan
$4.57K – – –
IHWM
1266
Iron Horse Wealth Management
Iowa
$4.57K +$4.6K +24 New
RAM
1267
Riggs Asset Management
Pennsylvania
$4.38K – – –
UFF
1268
USA Financial Formulas
Michigan
$4.38K – – –
TFGT
1269
TS Financial Group (TSFG)
Illinois
$4K – – –
HBW
1270
Hazlett, Burt & Watson
West Virginia
$4K +$1.53K +8 +62%
WWM
1271
Wolff Wiese Magana
California
$3.81K – – –
FWM
1272
Focused Wealth Management
New York
$3.63K -$3.64K -19 -50%
BCPWM
1273
Bradley & Co Private Wealth Management
Florida
$3.62K – – –
NSIM
1274
North Star Investment Management
Illinois
$3.42K – – –
SIS
1275
Sound Income Strategies
Florida
$3.42K – – –
49 50
51
52 53