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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1426
Elevation Wealth Partners
California
$37.8K +$6.88K +31 +21%
AG
1427
AmeriFlex Group
Nevada
$37.1K +$37.9K +171 New
SO
1428
Sierra Ocean
California
$36.5K +$37.9K +171 New
CH
1429
Canton Hathaway
Rhode Island
$35K – – –
HDIM
1430
Hanson & Doremus Investment Management
Vermont
$35K – – –
JWA
1431
JFS Wealth Advisors
Pennsylvania
$34K -$11.3K -51 -24%
TCM
1432
Tradewinds Capital Management
Washington
$33.3K – – –
GFPC
1433
Global Financial Private Client
Florida
$33.3K +$1.33K +6 +4%
FLP
1434
Financial Life Planners
Arizona
$33K +$34.4K +155 New
ITIM
1435
Indiana Trust & Investment Management
Indiana
$32.1K +$6.21K +28 +23%
ACA
1436
Atlas Capital Advisors
Wyoming
$32.1K -$1.55K -7 -4%
CPG
1437
Cornerstone Planning Group
New Jersey
$30.9K +$666 +3 +2%
NL
1438
NVWM LLC
Pennsylvania
$30.2K -$887 -4 -3%
M
1439
MOTCO
Texas
$29.7K -$374K -1,687 -92%
CIR
1440
Clear Investment Research
Georgia
$29.7K – – –
MAM
1441
Meeder Asset Management
Ohio
$29.5K -$1.77K -8 -5%
PWMG
1442
Private Wealth Management Group
New Jersey
$29.3K +$5.55K +25 +22%
SC
1443
Solstein Capital
California
$28.7K – – –
CTWM
1444
Cherry Tree Wealth Management
Minnesota
$28K +$666 +3 +2%
PSB
1445
Piscataqua Savings Bank
New Hampshire
$27.4K – – –
ADL
1446
Asset Dedication LLC
California
$26.3K – – –
SS
1447
Sunbelt Securities
Texas
$25K – – –
CA
1448
Crewe Advisors
Utah
$23.6K -$11.8K -53 -32%
CIAM
1449
Caitong International Asset Management
Hong Kong
$23.4K +$24.4K +110 New
RFG
1450
REAP Financial Group
Texas
$23.4K – – –
56 57
58
59 60