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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1326
TFC Financial Management
Massachusetts
$6.44K – – –
AW
1327
Avion Wealth
Texas
$6K -$386 -2 -6%
AA
1328
AlphaMark Advisors
Kentucky
$6K +$5.8K +30 New
LWANC
1329
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.68K -$27.6K -143 -83%
SIC
1330
SJS Investment Consulting
Ohio
$5.68K +$193 +1 +3%
DIP
1331
DT Investment Partners
Pennsylvania
$5.6K – – –
FRA
1332
Frank Rimerman Advisors
California
$5.5K +$5.6K +29 New
TC
1333
Tacita Capital
Ontario, Canada
$5.5K +$5.6K +29 New
DPW
1334
DiNuzzo Private Wealth
Pennsylvania
$4.93K +$5.02K +26 New
SIC
1335
Salem Investment Counselors
North Carolina
$4.74K -$2.13K -11 -31%
LTI
1336
Laffer Tengler Investments
Tennessee
$4.74K +$4.83K +25 New
IHWM
1337
Iron Horse Wealth Management
Iowa
$4.55K – – –
RWPA
1338
Richard W. Paul & Associates
Michigan
$4.55K – – –
MSG
1339
Main Street Group
Virginia
$4.36K +$4.44K +23 New
HBW
1340
Hazlett, Burt & Watson
West Virginia
$4K – – –
WWM
1341
Wolff Wiese Magana
California
$3.79K – – –
FWM
1342
Focused Wealth Management
New York
$3.62K – – –
BCPWM
1343
Bradley & Co Private Wealth Management
Florida
$3.6K – – –
VWA
1344
Valued Wealth Advisors
Utah
$3.43K +$3.48K +18 New
NSIM
1345
North Star Investment Management
Illinois
$3.41K – – –
LIM
1346
Longfellow Investment Management
Massachusetts
$3.22K – – –
OLVIG
1347
Oliver Lagore Vanvalin Investment Group
Michigan
$3.22K – – –
TFGT
1348
TS Financial Group (TSFG)
Illinois
$3K -$580 -3 -14%
VNIM
1349
Vaughan Nelson Investment Management
Texas
$3K +$3.09K +16 New
PGAM
1350
Princeton Global Asset Management
New Jersey
$2.65K +$2.71K +14 New
52 53
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