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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1351
Elevation Wealth Partners
California
$31K – – –
CIR
1352
Clear Investment Research
Georgia
$29.5K – – –
AT
1353
Avalon Trust
New Mexico
$29.1K – – –
PCFFS
1354
Pacific Center for Financial Services
California
$28.7K – – –
SC
1355
Solstein Capital
California
$28.4K – – –
NL
1356
NVWM LLC
Pennsylvania
$28.4K +$2.88K +14 +12%
VNA
1357
Valley National Advisers
Pennsylvania
$28K +$3.49K +17 +15%
SS
1358
Sunbelt Securities
Texas
$27.8K – – –
MAM
1359
Meeder Asset Management
Ohio
$27.4K +$1.23K +6 +5%
CTWM
1360
Cherry Tree Wealth Management
Minnesota
$27.2K – – –
PSB
1361
Piscataqua Savings Bank
New Hampshire
$27.2K – – –
ITIM
1362
Indiana Trust & Investment Management
Indiana
$25.9K +$616 +3 +3%
PWMG
1363
Private Wealth Management Group
New Jersey
$24.2K -$4.93K -24 -17%
ADL
1364
Asset Dedication LLC
California
$24.2K – – –
RFG
1365
REAP Financial Group
Texas
$23.3K – – –
RFG
1366
RFP Financial Group
Georgia
$22.3K -$6.57K -32 -23%
SC
1367
Steph & Co
Wisconsin
$22.1K +$1.64K +8 +8%
AWM
1368
Abound Wealth Management
Tennessee
$22.1K -$411 -2 -2%
KFI
1369
Key Financial Inc
Pennsylvania
$21.7K – – –
ETS
1370
ESL Trust Services
New York
$21.7K +$21.2K +103 New
PCWA
1371
Pacific Capital Wealth Advisors
California
$21.3K +$16.8K +82 +432%
CTA
1372
Colonial Trust Advisors
South Carolina
$21.1K -$19.5K -95 -49%
AS
1373
Altshuler Shaham
Israel
$21.1K -$3.9K -19 -16%
CFM
1374
Catalyst Funds Management
Australia
$21.1K +$20.5K +100 New
FFA
1375
First Foundation Advisors
California
$20.9K – – –
53 54
55
56 57