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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1426
Peterson Financial Group
Iowa
$22.7K +$22.6K +102 New
CTA
1427
Colonial Trust Advisors
South Carolina
$22.3K – – –
SIC
1428
SJS Investment Consulting
Ohio
$21.2K +$14.4K +65 +217%
W
1429
WealthCollab
Washington
$21.2K – – –
AS
1430
Altshuler Shaham
Israel
$20.7K -$1.55K -7 -7%
NAAA
1431
New Age Alpha Advisors
New York
$20.7K +$20.6K +93 New
NFSG
1432
Newbridge Financial Services Group
Florida
$20.7K +$1.33K +6 +7%
RWM
1433
Raffa Wealth Management
District of Columbia
$20.3K – – –
DIP
1434
DT Investment Partners
Pennsylvania
$20.1K +$13.5K +61 +210%
SGC
1435
Slocum, Gordon & Co
Rhode Island
$20.1K – – –
MFT
1436
Moisand Fitzgerald Tamayo
Florida
$19.9K – – –
WWP
1437
WR Wealth Planners
Missouri
$19.2K -$1.78K -8 -9%
OC
1438
Oakworth Capital
Alabama
$19K – – –
AP
1439
Atwood & Palmer
Missouri
$18.1K – – –
FPFS
1440
First Personal Financial Services
North Carolina
$17.8K – – –
VWM
1441
Valley Wealth Managers
New Jersey
$17.8K – – –
DWM
1442
Darwin Wealth Management
Florida
$17.8K +$17.8K +80 New
FPF
1443
First Pacific Financial
Washington
$17.7K – – –
AT
1444
Avalon Trust
New Mexico
$17.4K -$13.3K -60 -43%
SIS
1445
Sound Income Strategies
Florida
$17.2K +$444 +2 +3%
GG
1446
Gleason Group
Kentucky
$16.9K +$222 +1 +1%
AIM
1447
Arcadia Investment Management
Michigan
$16.5K – – –
GIA
1448
GHP Investment Advisors
Colorado
$16.1K +$14.9K +67 +1,340%
SVCP
1449
Silicon Valley Capital Partners
California
$15.9K – – –
AP
1450
Aspect Partners
Virginia
$15.6K – – –
56 57
58
59 60