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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1351
Fairman Group
Pennsylvania
$2.46K +$2.51K +13 New
BWM
1352
Baystate Wealth Management
Massachusetts
$2.3K +$386 +2 +20%
CTB
1353
Country Trust Bank
Illinois
$2.08K -$39.4K -204 -95%
VAG
1354
VisionPoint Advisory Group
Texas
$2.08K -$5.22K -27 -71%
SWM
1355
Sanctuary Wealth Management
Idaho
$2.08K – – –
LAM
1356
Lummis Asset Management
Texas
$1.52K +$1.55K +8 New
RFA
1357
Register Financial Advisors
Georgia
$1.34K – – –
TVAMP
1358
Tennessee Valley Asset Management Partners
Tennessee
$1.15K +$1.16K +6 New
HWP
1359
Highline Wealth Partners
California
$1.14K -$10K -52 -90%
CIA
1360
Cape Investment Advisory
Georgia
$1.14K +$1.16K +6 New
HGERS
1361
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
DAM
1362
Delta Asset Management
Tennessee
$947 +$966 +5 New
CAM
1363
ClariVest Asset Management
California
$944 – – –
GWMIA
1364
Global Wealth Management Investment Advisory
Florida
$903 – – –
FSWA
1365
Financial Synergies Wealth Advisors
Texas
$828 – – –
ODG
1366
O'Dell Group
Ohio
$761 +$773 +4 New
M
1367
MOTCO
Texas
$758 -$71.1K -368 -99%
DWA
1368
Delos Wealth Advisors
Texas
$758 -$27.6K -143 -97%
BSB
1369
Bangor Savings Bank
Maine
$758 – – –
PI
1370
PEAK6 Investments
Illinois
$521 +$580 +3 New
TWP
1371
TFO Wealth Partners
Ohio
$379 – – –
CP
1372
Castleview Partners
Texas
$189 +$193 +1 New
FP
1373
Financial Perspectives
Minnesota
$189 +$193 +1 New
FGAM
1374
Financial Gravity Asset Management
Texas
$8 – – –
ESCM
1375
Echo Street Capital Management
New York
– -$241M -1,265,958 Closed
53 54
55
56 57