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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1301
Central Bank & Trust
Kentucky
$12.3K – – –
AP
1302
Aspect Partners
Virginia
$12.1K +$12.4K +64 New
PK
1303
Pflug Koory
Nebraska
$11.6K – – –
TLA
1304
Tanglewood Legacy Advisors
Texas
$11.6K – – –
LWA
1305
Lowe Wealth Advisors
Maryland
$11.4K -$7.73K -40 -40%
EWM
1306
Evermay Wealth Management
Virginia
$11.2K +$773 +4 +7%
LIWM
1307
Long Island Wealth Management
New York
$11K +$11K +57 New
MSWM
1308
Mowery & Schoenfeld Wealth Management
Illinois
$11K +$11.2K +58 New
NCM
1309
Northwest Capital Management
Oregon
$11K +$1.93K +10 +21%
CAS
1310
Coppell Advisory Solutions
Texas
$10.6K +$10.8K +56 New
CT
1311
Clearstead Trust
Maine
$10.4K – – –
TFA
1312
Toth Financial Advisory
Virginia
$10.4K – – –
FIM
1313
FWL Investment Management
Texas
$9.85K +$10K +52 New
RS
1314
Rakuten Securities
Japan
$9.85K +$10K +52 New
MWM
1315
Mascoma Wealth Management
New Hampshire
$9.47K -$2.13K -11 -18%
RDFA
1316
Ritter Daniher Financial Advisory
Ohio
$9.47K – – –
RFS
1317
Richardson Financial Services
Massachusetts
$9.47K +$9.66K +50 New
PWA
1318
Provenance Wealth Advisors
Florida
$8.9K +$4.25K +22 +88%
ANBT
1319
American National Bank & Trust
Texas
$8.72K – – –
PCMC
1320
Planning Capital Management Corporation
Pennsylvania
$8.72K +$8.89K +46 New
HWM
1321
Horizons Wealth Management
North Carolina
$8.34K – – –
RTL
1322
Red Tortoise LLC
Georgia
$8.15K – – –
FWM
1323
FSA Wealth Management
Massachusetts
$8K +$8.12K +42 New
AP
1324
Atwood & Palmer
Missouri
$7.39K – – –
MIA
1325
MeadowBrook Investment Advisors
Michigan
$6.82K +$6.96K +36 New
51 52
53
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