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MRSH

Marsh
MRSH

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