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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1351
Horizon Bancorp
Indiana
$21K -$1.84K -11 -8%
CFD
1352
Creative Financial Designs
Indiana
$20.8K +$18.4K +110 +733%
PF
1353
PlanVest Financial
Maryland
$20.2K – – –
HNW
1354
High Note Wealth
Minnesota
$20.2K +$2.01K +12 +11%
C
1355
Covestor
United Kingdom
$20K -$1.84K -11 -8%
WB
1356
Webster Bank
Connecticut
$19.8K -$29.8K -178 -60%
CFM
1357
Compass Financial Management
Florida
$19.7K +$19.7K +118 New
DWA
1358
Delos Wealth Advisors
Texas
$19.2K – – –
FFO
1359
Fortitude Family Office
Arizona
$19.2K -$14.5K -87 -43%
CI
1360
Clal Insurance
Israel
$19K -$4.18K -25 -18%
HWP
1361
Highline Wealth Partners
California
$18.7K +$4.51K +27 +32%
SSG
1362
Summit Securities Group
New York
$18.7K +$5.35K +32 +40%
SWM
1363
Spire Wealth Management
Virginia
$17.9K -$1.85M -11,063 -99%
RWM
1364
Raffa Wealth Management
District of Columbia
$17.8K -$1.17K -7 -6%
ASA
1365
Axxion S.A.
Luxembourg
$17.5K +$17.6K +105 New
WAG
1366
Wilkerson Advisory Group
Missouri
$17.2K +$2.67K +16 +18%
HWA
1367
Heritage Wealth Advisors
Virginia
$16.8K -$48.6K -291 -74%
CTA
1368
Colonial Trust Advisors
South Carolina
$16.7K – – –
CG
1369
Curat Global
New Hampshire
$16.7K – – –
CCMW
1370
Cypress Capital Management (Wyoming)
Wyoming
$16.2K – – –
TAP
1371
Tounjian Advisory Partners
Florida
$15.9K -$1.45M -8,661 -99%
W
1372
WealthCollab
Washington
$15.8K – – –
KAM
1373
KEB Asset Management
Illinois
$15.7K +$15.7K +94 New
DIP
1374
DT Investment Partners
Pennsylvania
$15K – – –
MWM
1375
Mascoma Wealth Management
New Hampshire
$14.2K +$334 +2 +2%
53 54
55
56 57