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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
1451
New Age Alpha Advisors
New York
$20.8K -$207K -1,105 -91%
KFI
1452
Key Financial Inc
Pennsylvania
$20.6K – – –
HNW
1453
High Note Wealth
Minnesota
$19.9K +$2.99K +16 +18%
HHMI
1454
Howard Hughes Medical Institute
Maryland
$19.7K – – –
LWMI
1455
Legacy Wealth Management (Idaho)
Idaho
$19.1K +$15.9K +85 +472%
CIA
1456
Cape Investment Advisory
Georgia
$19.1K +$19.3K +103 New
GAFA
1457
Garton & Associates Financial Advisors
Kentucky
$19K +$19.3K +103 New
CWIG
1458
Chung Wu Investment Group
Texas
$18.9K – – –
CTA
1459
Colonial Trust Advisors
South Carolina
$18.6K – – –
CG
1460
Curat Global
New Hampshire
$18.6K – – –
TCM
1461
TD Capital Management
Tennessee
$18.5K -$12.5K -67 -40%
W
1462
WealthCollab
Washington
$17.6K – – –
TC
1463
Truvestments Capital
Florida
$17.3K +$935 +5 +6%
RWM
1464
Raffa Wealth Management
District of Columbia
$17.1K +$8.04K +43 +88%
LAS
1465
Lloyd Advisory Services
Georgia
$16.9K +$17K +91 New
UCB
1466
United Community Bank
South Carolina
$16.7K – – –
SC
1467
Steph & Co
Wisconsin
$16.7K +$2.99K +16 +22%
MFT
1468
Moisand Fitzgerald Tamayo
Florida
$16.5K – – –
MCA
1469
McGuire Capital Advisors
Oklahoma
$16.5K +$16.6K +89 New
MWM
1470
Mascoma Wealth Management
New Hampshire
$15.8K +$1.31K +7 +9%
BCM
1471
Boreal Capital Management
Florida
$15.4K – – –
SEP
1472
Signature Equity Partners
Ohio
$14.4K +$14.6K +78 New
HWP
1473
Highline Wealth Partners
California
$14.1K +$6.54K +35 +85%
AP
1474
Aspect Partners
Virginia
$14.1K +$935 +5 +7%
OAJ
1475
Ogorek Anthony Joseph
New York
$14K -$2.62K -14 -15%
57 58
59
60 61