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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
1451
Creative Capital Management Investments
California
$3.33K +$3.34K +20 New
IWM
1452
IMG Wealth Management
Florida
$3.17K -$2.51K -15 -44%
UCB
1453
United Community Bank
South Carolina
$3.17K – – –
BFPW
1454
BOK Financial Private Wealth
Colorado
$3.17K +$3.18K +19 New
BCPWM
1455
Bradley & Co Private Wealth Management
Florida
$3.17K – – –
HFG
1456
Harborfront Financial Group
Michigan
$3.02K +$3.01K +18 New
MSG
1457
Main Street Group
Virginia
$2.9K – – –
PS
1458
PayPay Securities
Japan
$2.83K +$167 +1 +6%
DCM
1459
Davis Capital Management
Florida
$2.83K +$2.01K +12 +240%
AIC
1460
Archer Investment Corporation
Indiana
$2.67K – – –
WA
1461
WestEnd Advisors
North Carolina
$2.67K – – –
DF
1462
Downshift Financial
Colorado
$2.5K +$2.51K +15 New
CC
1463
Corsicana & Co
Texas
$2.33K – – –
BF
1464
Brooklyn FI
New York
$2.29K +$2.17K +13 New
MIM
1465
MTM Investment Management
South Carolina
$2.17K – – –
HIA
1466
HFM Investment Advisors
New Jersey
$2.17K +$1K +6 +86%
PS
1467
Planning Strategies
Pennsylvania
$2.17K +$2.17K +13 New
MAFA
1468
MJT & Associates Financial Advisory
Minnesota
$2K +$2.01K +12 New
SN
1469
Sittner & Nelson
Oregon
$2K +$2.01K +12 New
API
1470
Asset Planning Inc
California
$2K – – –
NEWAS
1471
N.E.W. Advisory Services
Wisconsin
$2K +$2.01K +12 New
BCV
1472
Banque Cantonale Vaudoise
Switzerland
$1.79K -$2.15M -12,845 -54%
LAS
1473
Lloyd Advisory Services
Georgia
$1.68K +$1.67K +10 New
BTD
1474
BankPlus Trust Department
Mississippi
$1.67K -$46.3K -277 -97%
NL
1475
NVWM LLC
Pennsylvania
$1.67K -$501 -3 -23%
57 58
59
60 61