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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1401
Golden State Wealth Management
California
$23.2K -$2.34K -13 -9%
HB
1402
Horizon Bancorp
Indiana
$23K -$153K -853 -86%
C
1403
Covestor
United Kingdom
$23K -$13.7K -76 -37%
AIA
1404
Aventus Investment Advisors
Florida
$22.5K – – –
LWMI
1405
Legacy Wealth Management (Idaho)
Idaho
$22.4K +$4.67K +26 +25%
PSB
1406
Piscataqua Savings Bank
New Hampshire
$22.4K – – –
PB
1407
Prosperity Bancshares
Texas
$21K +$14K +78 +181%
PF
1408
PlanVest Financial
Maryland
$21K +$21.8K +121 New
DWA
1409
Delos Wealth Advisors
Texas
$19.9K -$5.93K -33 -22%
RWM
1410
Raffa Wealth Management
District of Columbia
$19.8K +$3.96K +22 +24%
HNW
1411
High Note Wealth
Minnesota
$18.9K +$360 +2 +2%
AIM
1412
Anchor Investment Management
South Carolina
$18.8K -$75.7K -421 -80%
JGCM
1413
Joseph Group Capital Management
Ohio
$18.7K +$11.9K +66 +157%
CAM
1414
Chesapeake Asset Management
New York
$17.9K -$266K -1,482 -94%
CWIG
1415
Chung Wu Investment Group
Texas
$17.7K – – –
BDPWM
1416
Barnes Dennig Private Wealth Management
Ohio
$17.5K +$18.2K +101 New
WA
1417
Westfuller Advisors
New York
$17.4K +$4.85K +27 +37%
CTA
1418
Colonial Trust Advisors
South Carolina
$17.3K – – –
CG
1419
Curat Global
New Hampshire
$17.3K – – –
TCM
1420
TD Capital Management
Tennessee
$17.3K – – –
CCMW
1421
Cypress Capital Management (Wyoming)
Wyoming
$16.8K +$17.4K +97 New
W
1422
WealthCollab
Washington
$16.5K – – –
KG
1423
Kilter Group
New York
$16K +$3.24K +18 +24%
DIP
1424
DT Investment Partners
Pennsylvania
$15.6K -$48.9K -272 -75%
MFT
1425
Moisand Fitzgerald Tamayo
Florida
$15.4K – – –
55 56
57
58 59