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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1426
Colonial Trust Advisors
South Carolina
$22.3K – – –
SIC
1427
SJS Investment Consulting
Ohio
$21.2K +$14.4K +65 +217%
W
1428
WealthCollab
Washington
$21.2K – – –
AS
1429
Altshuler Shaham
Israel
$20.7K -$1.55K -7 -7%
NAAA
1430
New Age Alpha Advisors
New York
$20.7K +$20.6K +93 New
NFSG
1431
Newbridge Financial Services Group
Florida
$20.7K +$1.33K +6 +7%
RWM
1432
Raffa Wealth Management
District of Columbia
$20.3K – – –
DIP
1433
DT Investment Partners
Pennsylvania
$20.1K +$13.5K +61 +210%
SGC
1434
Slocum, Gordon & Co
Rhode Island
$20.1K – – –
MFT
1435
Moisand Fitzgerald Tamayo
Florida
$19.9K – – –
WWP
1436
WR Wealth Planners
Missouri
$19.2K -$1.78K -8 -9%
OC
1437
Oakworth Capital
Alabama
$19K – – –
AP
1438
Atwood & Palmer
Missouri
$18.1K – – –
FPFS
1439
First Personal Financial Services
North Carolina
$17.8K – – –
VWM
1440
Valley Wealth Managers
New Jersey
$17.8K – – –
DWM
1441
Darwin Wealth Management
Florida
$17.8K +$17.8K +80 New
FPF
1442
First Pacific Financial
Washington
$17.7K – – –
AT
1443
Avalon Trust
New Mexico
$17.4K -$13.3K -60 -43%
SIS
1444
Sound Income Strategies
Florida
$17.2K +$444 +2 +3%
GG
1445
Gleason Group
Kentucky
$16.9K +$222 +1 +1%
AIM
1446
Arcadia Investment Management
Michigan
$16.5K – – –
GIA
1447
GHP Investment Advisors
Colorado
$16.1K +$14.9K +67 +1,340%
SVCP
1448
Silicon Valley Capital Partners
California
$15.9K – – –
AP
1449
Aspect Partners
Virginia
$15.6K – – –
CAM
1450
Creekmur Asset Management
Illinois
$15.6K – – –
56 57
58
59 60