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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MGI
1401
Miller Global Investments
Texas
$8.83K – – –
CWIG
1402
Chung Wu Investment Group
Texas
$8.5K -$8.53K -51 -50%
NSIM
1403
North Star Investment Management
Illinois
$8K +$6.02K +36 +300%
OA
1404
Operose Advisors
Wisconsin
$7.83K -$20.7K -124 -73%
CIAS
1405
CBIZ Investment Advisory Services
Ohio
$7.8K – – –
LF
1406
LifeSteps Financial
California
$7.67K +$7.69K +46 New
SEP
1407
Signature Equity Partners
Ohio
$7.53K -$5.85K -35 -44%
IRC
1408
Investors Research Corp
Georgia
$7.5K – – –
EWM
1409
Evolution Wealth Management
Florida
$7.5K +$2.17K +13 +41%
AP
1410
Atwood & Palmer
Missouri
$7K – – –
BWM
1411
Bullock Wealth Management
Indiana
$6.71K +$6.52K +39 New
OWP
1412
ORG Wealth Partners
Texas
$6.67K -$154K -919 -96%
CBT
1413
Crews Bank & Trust
Florida
$6.5K – – –
PWA
1414
Principia Wealth Advisory
Texas
$6.5K +$2.17K +13 +50%
PWMG
1415
Private Wealth Management Group
New Jersey
$6.33K +$2.34K +14 +58%
ABWM
1416
Alpine Bank Wealth Management
Colorado
$6.33K +$6.35K +38 New
BHWM
1417
Bay Harbor Wealth Management
Maryland
$6.17K +$167 +1 +3%
TFGT
1418
TS Financial Group (TSFG)
Illinois
$6K – – –
ADL
1419
Asset Dedication LLC
California
$5.83K -$18.2K -109 -76%
RS
1420
Rakuten Securities
Japan
$5.67K +$4.18K +25 +278%
PIS
1421
POM Investment Strategies
North Carolina
$5.53K +$1.5K +9 +38%
MWPCG
1422
Measured Wealth Private Client Group
New Hampshire
$5.33K – – –
OPTFSNA
1423
Old Point Trust & Financial Services N A
Virginia
$5.33K – – –
CMA
1424
Cedar Mountain Advisors
Oregon
$5.17K – – –
BH
1425
Burk Holdings
Oklahoma
$5K – – –
55 56
57
58 59