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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1451
Stone House Investment Management
Pennsylvania
$64.2K +$59.7K +263 New
NRG
1452
Nemes Rush Group
Michigan
$64.1K +$227 +1 +0.4%
FFO
1453
Fortitude Family Office
Arizona
$63.2K -$5.9K -26 -9%
PMFA
1454
Plante Moran Financial Advisors
Michigan
$61.3K -$309K -1,360 -84%
FWM
1455
FSA Wealth Management
Massachusetts
$60.8K +$47K +207 +493%
LI
1456
LRI Investments
Florida
$60K +$2.5K +11 +5%
FMP
1457
Financial Management Professionals
Texas
$58.8K -$2.95K -13 -5%
GKIM
1458
GW&K Investment Management
Massachusetts
$58K +$454 +2 +0.9%
C
1459
Covestor
United Kingdom
$58K +$1.13K +5 +2%
CAL
1460
Capital Advisors Ltd
Ohio
$54K +$6.13K +27 +14%
FUBT
1461
First United Bank & Trust
Maryland
$52.7K +$2.5K +11 +5%
EWP
1462
Elevation Wealth Partners
California
$50.5K +$6.58K +29 +16%
BSB
1463
Bangor Savings Bank
Maine
$50.3K – – –
BIA
1464
Bell Investment Advisors
California
$47.3K +$1.36K +6 +3%
RI
1465
Ridgewood Investments
New Jersey
$47.1K – – –
SCB
1466
Saudi Central Bank
Saudi Arabia
$47.1K +$43.8K +193 New
SL
1467
Salomon & Ludwin
Virginia
$46.4K – – –
IFS
1468
Intelligent Financial Strategies
Minnesota
$46.1K – – –
FPF
1469
First Pacific Financial
Washington
$45.6K +$24.3K +107 +134%
RL
1470
Rogco LP
Oklahoma
$44.7K -$4.31K -19 -9%
AFG
1471
Albion Financial Group
Utah
$43.9K – – –
SO
1472
Sierra Ocean
California
$41.9K – – –
GC
1473
Garde Capital
Washington
$41.7K +$38.8K +171 New
AG
1474
AmeriFlex Group
Nevada
$41.7K – – –
GFPC
1475
Global Financial Private Client
Florida
$41.7K +$3.18K +14 +9%
57 58
59
60 61