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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1401
Global Financial Private Client
Florida
$33.7K +$24.6K +111 +278%
EWP
1402
Elevation Wealth Partners
California
$32.8K – – –
MAM
1403
Meeder Asset Management
Ohio
$32.8K +$3.77K +17 +13%
NL
1404
NVWM LLC
Pennsylvania
$32.6K +$2.44K +11 +8%
CIR
1405
Clear Investment Research
Georgia
$31.2K – – –
CCA
1406
Catalyst Capital Advisors
New York
$31K +$30.9K +139 New
PCFFS
1407
Pacific Center for Financial Services
California
$30.3K – – –
SC
1408
Solstein Capital
California
$30.1K – – –
CPG
1409
Cornerstone Planning Group
New Jersey
$29.9K -$5.33K -24 -15%
CHA
1410
Carmichael Hill & Associates
Maryland
$29K +$13.3K +60 +86%
CTWM
1411
Cherry Tree Wealth Management
Minnesota
$28.8K – – –
PSB
1412
Piscataqua Savings Bank
New Hampshire
$28.8K – – –
ADL
1413
Asset Dedication LLC
California
$27.7K +$2K +9 +8%
ITIM
1414
Indiana Trust & Investment Management
Indiana
$27.4K – – –
SS
1415
Sunbelt Securities
Texas
$26.3K -$3.11K -14 -11%
PWMG
1416
Private Wealth Management Group
New Jersey
$25.2K -$444 -2 -2%
RFG
1417
REAP Financial Group
Texas
$24.5K -$222 -1 -0.9%
KFI
1418
Key Financial Inc
Pennsylvania
$23.6K +$666 +3 +3%
PCWA
1419
Pacific Capital Wealth Advisors
California
$23.6K +$1.11K +5 +5%
JIP
1420
Jaffetilchin Investment Partners
Florida
$23.6K +$23.5K +106 New
LI
1421
LRI Investments
Florida
$23.5K +$6.21K +28 +36%
SC
1422
Steph & Co
Wisconsin
$23.4K – – –
CYG
1423
Clean Yield Group
Vermont
$23.4K +$4.44K +20 +24%
AWM
1424
Abound Wealth Management
Tennessee
$23.1K -$222 -1 -1%
PFG
1425
Peterson Financial Group
Iowa
$22.7K +$22.6K +102 New
55 56
57
58 59