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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1326
Wetzel Investment Advisors
Indiana
$45.3K -$32.7K -159 -42%
SHIM
1327
Stone House Investment Management
Pennsylvania
$45.1K -$2.88K -14 -6%
JWA
1328
JFS Wealth Advisors
Pennsylvania
$43.6K -$3.9K -19 -8%
FFA
1329
Frazier Financial Advisors
Ohio
$43.3K +$2.26K +11 +6%
FUBT
1330
First United Bank & Trust
Maryland
$43.2K – – –
CAL
1331
Capital Advisors Ltd
Ohio
$42K -$205 -1 -0.5%
BIA
1332
Bell Investment Advisors
California
$41.5K – – –
RL
1333
Rogco LP
Oklahoma
$41.3K – – –
IHWM
1334
Iron Horse Wealth Management
Iowa
$41.1K +$35.1K +171 +713%
GKIM
1335
GW&K Investment Management
Massachusetts
$41K +$4.52K +22 +13%
RI
1336
Ridgewood Investments
New Jersey
$40.7K +$39.6K +193 New
IFS
1337
Intelligent Financial Strategies
Minnesota
$39.8K -$5.55K -27 -13%
A
1338
AlphaQuest
New York
$37.5K -$1.49M -7,271 -98%
IFAM
1339
Institutional & Family Asset Management
Colorado
$37.3K -$2.46K -12 -6%
C
1340
Covestor
United Kingdom
$36K +$205 +1 +0.6%
FCA
1341
FinTrust Capital Advisors
South Carolina
$35.4K +$17.1K +83 +98%
KC
1342
Kepos Capital
New York
$35K -$2.05K -10 -6%
CH
1343
Canton Hathaway
Rhode Island
$35K – – –
CPG
1344
Cornerstone Planning Group
New Jersey
$34.4K +$2.46K +12 +8%
CAL
1345
Capital Analysts LLC
Pennsylvania
$34K -$14.8K -72 -31%
CA
1346
Crewe Advisors
Utah
$33.7K +$16.4K +80 +100%
ACA
1347
Atlas Capital Advisors
Wyoming
$33.3K – – –
TCM
1348
Tradewinds Capital Management
Washington
$33.1K +$1.44K +7 +5%
QL
1349
Quarry LP
New York
$32.5K -$13.1K -64 -29%
SOW
1350
State of Wyoming
Wyoming
$31.6K -$1.64K -8 -5%
52 53
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55 56