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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1426
Asset Dedication LLC
California
$31K – – –
ITIM
1427
Indiana Trust & Investment Management
Indiana
$30.4K – – –
DWA
1428
Delos Wealth Advisors
Texas
$29.8K – – –
GSWM
1429
Golden State Wealth Management
California
$29.5K – – –
KFP
1430
Kerr Financial Planning
California
$27.4K +$30.9K +150 New
SC
1431
Solstein Capital
California
$27.2K -$8.23K -40 -23%
NL
1432
NVWM LLC
Pennsylvania
$26.6K -$1.44K -7 -5%
AIA
1433
Aventus Investment Advisors
Florida
$26.2K – – –
PSB
1434
Piscataqua Savings Bank
New Hampshire
$26K – – –
LI
1435
LRI Investments
Florida
$25.2K -$26.5K -129 -51%
CTWM
1436
Cherry Tree Wealth Management
Minnesota
$24.6K – – –
PB
1437
Pinnacle Bancorp
Nebraska
$24.6K +$25.1K +122 New
MAM
1438
Meeder Asset Management
Ohio
$22.8K -$44K -214 -65%
TIM
1439
Tortoise Investment Management
New York
$22.6K -$38.7K -188 -63%
KFI
1440
Key Financial Inc
Pennsylvania
$22.3K +$1.03K +5 +5%
PWMG
1441
Private Wealth Management Group
New Jersey
$22K -$411 -2 -2%
HHMI
1442
Howard Hughes Medical Institute
Maryland
$21.4K – – –
ACM
1443
Accent Capital Management
Ohio
$21K – – –
CWIG
1444
Chung Wu Investment Group
Texas
$20.6K – – –
CTA
1445
Colonial Trust Advisors
South Carolina
$20.2K – – –
CG
1446
Curat Global
New Hampshire
$20.2K – – –
W
1447
WealthCollab
Washington
$19.1K – – –
WA
1448
Westfuller Advisors
New York
$18.9K +$19.3K +94 New
PAM
1449
Palisade Asset Management
Minnesota
$18.3K +$18.7K +91 New
HNW
1450
High Note Wealth
Minnesota
$18.3K – – –
56 57
58
59 60