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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
1426
DiNuzzo Private Wealth
Pennsylvania
$4.5K -$167 -1 -4%
PWA
1427
Provenance Wealth Advisors
Florida
$4.5K +$501 +3 +13%
SFS
1428
Sunrise Financial Services
Washington
$4.33K +$669 +4 +18%
TFA
1429
Toth Financial Advisory
Virginia
$4.17K – – –
CIA
1430
Cape Investment Advisory
Georgia
$4.17K +$4.18K +25 New
VWA
1431
Valued Wealth Advisors
Utah
$4.05K – – –
ACA
1432
American Capital Advisory
Idaho
$4K +$1.84K +11 +85%
CWP
1433
Clark Wealth Partners
Illinois
$4K +$2.84K +17 +243%
TM
1434
Torren Management
California
$3.83K – – –
BWS
1435
Buck Wealth Strategies
Colorado
$3.67K +$3.68K +22 New
CNBT
1436
Cornerstone National Bank & Trust
Illinois
$3.62K -$59.2K -354 -94%
PP
1437
Pacifica Partners
Canada
$3.57K – – –
PMIM
1438
Prudent Man Investment Management
Colorado
$3.52K – – –
MI
1439
Markowski Investments
Florida
$3.5K +$3.51K +21 New
TFM
1440
TFC Financial Management
Massachusetts
$3.33K -$1.5K -9 -31%
SIC
1441
Salem Investment Counselors
North Carolina
$3.33K – – –
WWM
1442
Wolff Wiese Magana
California
$3.33K – – –
SFG
1443
Strive Financial Group
Indiana
$3.33K – – –
CCMI
1444
Creative Capital Management Investments
California
$3.33K +$3.34K +20 New
IWM
1445
IMG Wealth Management
Florida
$3.17K -$2.51K -15 -44%
UCB
1446
United Community Bank
South Carolina
$3.17K – – –
BFPW
1447
BOK Financial Private Wealth
Colorado
$3.17K +$3.18K +19 New
BCPWM
1448
Bradley & Co Private Wealth Management
Florida
$3.17K – – –
HFG
1449
Harborfront Financial Group
Michigan
$3.02K +$3.01K +18 New
MSG
1450
Main Street Group
Virginia
$2.9K – – –
56 57
58
59 60