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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1401
McGuire Capital Advisors
Oklahoma
$9.67K – – –
GIA
1402
GHP Investment Advisors
Colorado
$9.33K -$2.67K -16 -22%
HFS
1403
Hughes Financial Services
Virginia
$9.33K +$2.84K +17 +44%
CFM
1404
Cornerstone Financial Management
Massachusetts
$9.17K +$4.85K +29 +112%
WA
1405
Westfuller Advisors
New York
$9.15K -$7.52K -45 -45%
RG
1406
RHL Group
Michigan
$9.02K – – –
MGI
1407
Miller Global Investments
Texas
$8.83K – – –
CWIG
1408
Chung Wu Investment Group
Texas
$8.5K -$8.53K -51 -50%
NSIM
1409
North Star Investment Management
Illinois
$8K +$6.02K +36 +300%
OA
1410
Operose Advisors
Wisconsin
$7.83K -$20.7K -124 -73%
CIAS
1411
CBIZ Investment Advisory Services
Ohio
$7.8K – – –
LF
1412
LifeSteps Financial
California
$7.67K +$7.69K +46 New
SEP
1413
Signature Equity Partners
Ohio
$7.53K -$5.85K -35 -44%
IRC
1414
Investors Research Corp
Georgia
$7.5K – – –
EWM
1415
Evolution Wealth Management
Florida
$7.5K +$2.17K +13 +41%
AP
1416
Atwood & Palmer
Missouri
$7K – – –
BWM
1417
Bullock Wealth Management
Indiana
$6.71K – – –
OWP
1418
ORG Wealth Partners
Texas
$6.67K -$154K -919 -96%
CBT
1419
Crews Bank & Trust
Florida
$6.5K – – –
PWA
1420
Principia Wealth Advisory
Texas
$6.5K +$2.17K +13 +50%
PWMG
1421
Private Wealth Management Group
New Jersey
$6.33K +$2.34K +14 +58%
ABWM
1422
Alpine Bank Wealth Management
Colorado
$6.33K +$6.35K +38 New
BHWM
1423
Bay Harbor Wealth Management
Maryland
$6.17K +$167 +1 +3%
TFGT
1424
TS Financial Group (TSFG)
Illinois
$6K – – –
ADL
1425
Asset Dedication LLC
California
$5.83K -$18.2K -109 -76%
55 56
57
58 59