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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1401
Capital Analysts LLC
Pennsylvania
$34K -$2K -9 -6%
GFPC
1402
Global Financial Private Client
Florida
$33.7K +$24.6K +111 +278%
EWP
1403
Elevation Wealth Partners
California
$32.8K – – –
MAM
1404
Meeder Asset Management
Ohio
$32.8K +$3.77K +17 +13%
NL
1405
NVWM LLC
Pennsylvania
$32.6K +$2.44K +11 +8%
CIR
1406
Clear Investment Research
Georgia
$31.2K – – –
CCA
1407
Catalyst Capital Advisors
New York
$31K +$30.9K +139 New
PCFFS
1408
Pacific Center for Financial Services
California
$30.3K – – –
SC
1409
Solstein Capital
California
$30.1K – – –
CPG
1410
Cornerstone Planning Group
New Jersey
$29.9K -$5.33K -24 -15%
CHA
1411
Carmichael Hill & Associates
Maryland
$29K +$13.3K +60 +86%
CTWM
1412
Cherry Tree Wealth Management
Minnesota
$28.8K – – –
PSB
1413
Piscataqua Savings Bank
New Hampshire
$28.8K – – –
ADL
1414
Asset Dedication LLC
California
$27.7K +$2K +9 +8%
ITIM
1415
Indiana Trust & Investment Management
Indiana
$27.4K – – –
SS
1416
Sunbelt Securities
Texas
$26.3K -$3.11K -14 -11%
PWMG
1417
Private Wealth Management Group
New Jersey
$25.2K -$444 -2 -2%
RFG
1418
REAP Financial Group
Texas
$24.5K -$222 -1 -0.9%
KFI
1419
Key Financial Inc
Pennsylvania
$23.6K +$666 +3 +3%
PCWA
1420
Pacific Capital Wealth Advisors
California
$23.6K +$1.11K +5 +5%
JIP
1421
Jaffetilchin Investment Partners
Florida
$23.6K +$23.5K +106 New
LI
1422
LRI Investments
Florida
$23.5K +$6.21K +28 +36%
SC
1423
Steph & Co
Wisconsin
$23.4K – – –
CYG
1424
Clean Yield Group
Vermont
$23.4K +$4.44K +20 +24%
AWM
1425
Abound Wealth Management
Tennessee
$23.1K -$222 -1 -1%
55 56
57
58 59