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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1376
Global Assets Advisory
Florida
$13K +$12.8K +64 New
PK
1377
Pflug Koory
Nebraska
$12.6K – – –
TLA
1378
Tanglewood Legacy Advisors
Texas
$12.6K – – –
CAM
1379
Creekmur Asset Management
Illinois
$12.6K +$12.2K +61 New
NCM
1380
Northwest Capital Management
Oregon
$11.9K – – –
PAM
1381
Palisade Asset Management
Minnesota
$11.7K +$11.4K +57 New
EWM
1382
Evermay Wealth Management
Virginia
$11.3K -$797 -4 -7%
CT
1383
Clearstead Trust
Maine
$11.3K – – –
TFA
1384
Toth Financial Advisory
Virginia
$11.3K – – –
RFS
1385
Richardson Financial Services
Massachusetts
$11.3K +$996 +5 +10%
PCMC
1386
Planning Capital Management Corporation
Pennsylvania
$11.3K +$1.79K +9 +20%
FIM
1387
FWL Investment Management
Texas
$10.7K – – –
MWM
1388
Mascoma Wealth Management
New Hampshire
$10.3K – – –
RDFA
1389
Ritter Daniher Financial Advisory
Ohio
$10.3K – – –
LF
1390
LifeSteps Financial
California
$9.47K +$9.17K +46 New
SIC
1391
Salem Investment Counselors
North Carolina
$9.27K +$3.99K +20 +80%
AW
1392
Avion Wealth
Texas
$9K +$996 +5 +15%
RTL
1393
Red Tortoise LLC
Georgia
$8.86K – – –
WCM
1394
Westend Capital Management
California
$8.86K +$8.57K +43 New
FWM
1395
FSA Wealth Management
Massachusetts
$8.65K – – –
RS
1396
Rakuten Securities
Japan
$8.45K -$2.19K -11 -21%
HWM
1397
Horizons Wealth Management
North Carolina
$8.34K – – –
GFPC
1398
Global Financial Private Client
Florida
$8.16K +$7.97K +40 New
BL
1399
BFSG LLC
California
$8.03K +$7.77K +39 New
TFM
1400
TFC Financial Management
Massachusetts
$7.42K +$399 +2 +6%
54 55
56
57 58