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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1376
Whipplewood Advisors
Colorado
$13K -$38.4K -230 -75%
DWM
1377
Dogwood Wealth Management
Kansas
$12.7K +$8.86K +53 +230%
AF
1378
Align Financial
Minnesota
$12.5K – – –
AT
1379
Arlington Trust
Alabama
$12.5K – – –
JSAM
1380
J. Safra Asset Management
New York
$12.1K -$21.9K -131 -65%
OAJ
1381
Ogorek Anthony Joseph
New York
$12K -$2.51K -15 -17%
1M
1382
1248 Management
Missouri
$12K – – –
KG
1383
Kilter Group
New York
$11.5K -$3.85K -23 -25%
AP
1384
Aspect Partners
Virginia
$11.3K -$1.34K -8 -11%
AW
1385
Avion Wealth
Texas
$11K +$1.17K +7 +11%
APW
1386
Allied Private Wealth
Florida
$11K +$10.2K +61 New
MAM
1387
Marquette Asset Management
Minnesota
$10.8K +$9.03K +54 +491%
FGC
1388
Financial Gravity Companies
Texas
$10.5K +$10.5K +63 New
CWM
1389
Copia Wealth Management
Oregon
$10.3K – – –
ANBT
1390
American National Bank & Trust
Texas
$10.3K +$2.01K +12 +24%
OCM
1391
Osbon Capital Management
Massachusetts
$10.3K – – –
PK
1392
Pflug Koory
Nebraska
$10.2K – – –
RMP
1393
Richards, Merrill & Peterson
Washington
$9.83K – – –
FCAS
1394
First Command Advisory Services
Texas
$9.67K -$1.34K -8 -12%
MCA
1395
McGuire Capital Advisors
Oklahoma
$9.67K – – –
GIA
1396
GHP Investment Advisors
Colorado
$9.33K -$2.67K -16 -22%
HFS
1397
Hughes Financial Services
Virginia
$9.33K +$2.84K +17 +44%
CFM
1398
Cornerstone Financial Management
Massachusetts
$9.17K +$4.85K +29 +112%
WA
1399
Westfuller Advisors
New York
$9.15K -$7.52K -45 -45%
RG
1400
RHL Group
Michigan
$9.02K – – –
54 55
56
57 58