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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1351
Compass Financial Management
Florida
$19.7K +$19.7K +118 New
DWA
1352
Delos Wealth Advisors
Texas
$19.2K – – –
FFO
1353
Fortitude Family Office
Arizona
$19.2K -$14.5K -87 -43%
CI
1354
Clal Insurance
Israel
$19K -$4.18K -25 -18%
HWP
1355
Highline Wealth Partners
California
$18.7K +$4.51K +27 +32%
SSG
1356
Summit Securities Group
New York
$18.7K +$5.35K +32 +40%
SWM
1357
Spire Wealth Management
Virginia
$17.9K -$1.85M -11,063 -99%
RWM
1358
Raffa Wealth Management
District of Columbia
$17.8K -$1.17K -7 -6%
ASA
1359
Axxion S.A.
Luxembourg
$17.5K +$17.6K +105 New
WAG
1360
Wilkerson Advisory Group
Missouri
$17.2K +$2.67K +16 +18%
HWA
1361
Heritage Wealth Advisors
Virginia
$16.8K -$48.6K -291 -74%
CTA
1362
Colonial Trust Advisors
South Carolina
$16.7K – – –
CG
1363
Curat Global
New Hampshire
$16.7K – – –
CCMW
1364
Cypress Capital Management (Wyoming)
Wyoming
$16.2K – – –
TAP
1365
Tounjian Advisory Partners
Florida
$15.9K -$1.45M -8,661 -99%
W
1366
WealthCollab
Washington
$15.8K – – –
KAM
1367
KEB Asset Management
Illinois
$15.7K +$15.7K +94 New
DIP
1368
DT Investment Partners
Pennsylvania
$15K – – –
MWM
1369
Mascoma Wealth Management
New Hampshire
$14.2K +$334 +2 +2%
BCM
1370
Boreal Capital Management
Florida
$13.8K – – –
BFS
1371
Bare Financial Services
Pennsylvania
$13.8K +$4.85K +29 +54%
EFMH
1372
E Fund Management (HK)
Hong Kong
$13.7K – – –
Q1WB
1373
Quest 10 Wealth Builders
Virginia
$13.3K -$669 -4 -5%
FIM
1374
FWL Investment Management
Texas
$13.3K +$13.4K +80 New
TCM
1375
TD Capital Management
Tennessee
$13.1K -$3.51K -21 -21%
53 54
55
56 57