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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1451
Creekmur Asset Management
Illinois
$15.6K – – –
SC
1452
Stephens Consulting
Michigan
$15.2K -$2.66K -12 -15%
TWD
1453
True Wealth Design
Ohio
$14.5K -$4.44K -20 -24%
FMB
1454
Field & Main Bank
Kentucky
$14.5K – – –
OWP
1455
ORG Wealth Partners
Texas
$14.5K +$14.4K +65 New
LIS
1456
Legacy Investment Solutions
Idaho
$14.4K +$14.2K +64 New
LWMI
1457
Legacy Wealth Management (Idaho)
Idaho
$14.4K +$14.2K +64 New
TLA
1458
Tanglewood Legacy Advisors
Texas
$13.6K – – –
PK
1459
Pflug Koory
Nebraska
$13.6K +$13.5K +61 New
PCM
1460
Perritt Capital Management
Illinois
$13.6K – – –
NCM
1461
Northwest Capital Management
Oregon
$12.9K – – –
SIC
1462
Salem Investment Counselors
North Carolina
$12.7K +$2.66K +12 +27%
CFD
1463
Creative Financial Designs
Indiana
$12.7K +$8.21K +37 +185%
EWM
1464
Evermay Wealth Management
Virginia
$12.3K – – –
HGERS
1465
Householder Group Estate & Retirement Specialist
Arizona
$12K – – –
CAS
1466
Coppell Advisory Solutions
Texas
$11.2K -$5.99K -27 -35%
MWM
1467
Mascoma Wealth Management
New Hampshire
$11.2K – – –
MCA
1468
Maryland Capital Advisors
Maryland
$11K +$11.1K +50 New
AW
1469
Avion Wealth
Texas
$11K +$1.33K +6 +14%
WCM
1470
Westend Capital Management
California
$10.7K +$10.7K +48 New
RDFA
1471
Ritter Daniher Financial Advisory
Ohio
$10K – – –
HWM
1472
Horizons Wealth Management
North Carolina
$9.82K – – –
ETS
1473
ESL Trust Services
New York
$9.59K -$13.3K -60 -58%
RTL
1474
Red Tortoise LLC
Georgia
$9.59K – – –
CT
1475
Coastline Trust
Rhode Island
$9.37K +$9.32K +42 New
57 58
59
60 61