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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1426
Delos Wealth Advisors
Texas
$29.8K – – –
GSWM
1427
Golden State Wealth Management
California
$29.5K – – –
KFP
1428
Kerr Financial Planning
California
$27.4K +$30.9K +150 New
SC
1429
Solstein Capital
California
$27.2K -$8.23K -40 -23%
NL
1430
NVWM LLC
Pennsylvania
$26.6K -$1.44K -7 -5%
AIA
1431
Aventus Investment Advisors
Florida
$26.2K – – –
PSB
1432
Piscataqua Savings Bank
New Hampshire
$26K – – –
LI
1433
LRI Investments
Florida
$25.2K -$26.5K -129 -51%
CTWM
1434
Cherry Tree Wealth Management
Minnesota
$24.6K – – –
PB
1435
Pinnacle Bancorp
Nebraska
$24.6K +$25.1K +122 New
MAM
1436
Meeder Asset Management
Ohio
$22.8K -$44K -214 -65%
TIM
1437
Tortoise Investment Management
New York
$22.6K -$38.7K -188 -63%
KFI
1438
Key Financial Inc
Pennsylvania
$22.3K +$1.03K +5 +5%
PWMG
1439
Private Wealth Management Group
New Jersey
$22K -$411 -2 -2%
HHMI
1440
Howard Hughes Medical Institute
Maryland
$21.4K – – –
ACM
1441
Accent Capital Management
Ohio
$21K – – –
CWIG
1442
Chung Wu Investment Group
Texas
$20.6K – – –
CTA
1443
Colonial Trust Advisors
South Carolina
$20.2K – – –
CG
1444
Curat Global
New Hampshire
$20.2K – – –
W
1445
WealthCollab
Washington
$19.1K – – –
WA
1446
Westfuller Advisors
New York
$18.9K +$19.3K +94 New
PAM
1447
Palisade Asset Management
Minnesota
$18.3K +$18.7K +91 New
HNW
1448
High Note Wealth
Minnesota
$18.3K – – –
BOJHT
1449
Bank of Jackson Hole Trust
Wyoming
$18.1K – – –
DIP
1450
DT Investment Partners
Pennsylvania
$18.1K – – –
56 57
58
59 60