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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1326
Activest Wealth Management
Florida
$59.5K +$25K +139 +68%
TPWA
1327
Twin Peaks Wealth Advisors
California
$59.5K +$61.7K +343 New
SS
1328
SBI Securities
Japan
$58.3K -$25.2K -140 -29%
AFC
1329
Ares Financial Consulting
California
$57.6K +$47.6K +265 +379%
GEA
1330
Glen Eagle Advisors
New Jersey
$56.5K +$180 +1 +0.3%
SIS
1331
Sound Income Strategies
Florida
$56.1K -$1.26K -7 -2%
SC
1332
SouthState Corp
Florida
$55.9K -$11.3K -63 -16%
WPA
1333
Wealth Preservation Advisors
Tennessee
$55K +$57K +317 New
EWP
1334
Elevation Wealth Partners
California
$53.9K +$10.6K +59 +23%
NWM
1335
Nova Wealth Management
Florida
$53.8K -$44.9K -250 -45%
WA
1336
Whipplewood Advisors
Colorado
$53.4K +$53.9K +300 +3,750%
HWM
1337
HighMark Wealth Management
Minnesota
$53.3K – – –
STB
1338
S&T Bank
Pennsylvania
$52.9K – – –
PWA
1339
Physician Wealth Advisors
Utah
$52.3K -$24.8K -138 -31%
RTC
1340
Riverview Trust Company
Washington
$52K -$18K -100 -25%
CCC
1341
Chelsea Counsel Company
California
$52K – – –
PMFA
1342
Plante Moran Financial Advisors
Michigan
$52K – – –
WB
1343
Webster Bank
Connecticut
$51.5K – – –
BTD
1344
BankPlus Trust Department
Mississippi
$49.8K +$49.8K +277 +2,770%
PCTC
1345
Perkins Coie Trust Company
Washington
$49.6K – – –
WA
1346
WPG Advisers
Maryland
$49.3K -$7.91K -44 -13%
MFP
1347
Meramec Financial Planners
Missouri
$49.2K -$1.08K -6 -2%
TCM
1348
Triumph Capital Management
Colorado
$48.4K +$719 +4 +1%
JWM
1349
JPL Wealth Management
Colorado
$48.4K +$50.2K +279 New
NRG
1350
Nemes Rush Group
Michigan
$47.3K -$17.6K -98 -26%
52 53
54
55 56