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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1451
High Note Wealth
Minnesota
$19.9K +$2.99K +16 +18%
HHMI
1452
Howard Hughes Medical Institute
Maryland
$19.7K – – –
LWMI
1453
Legacy Wealth Management (Idaho)
Idaho
$19.1K +$15.9K +85 +472%
CIA
1454
Cape Investment Advisory
Georgia
$19.1K +$19.3K +103 New
GAFA
1455
Garton & Associates Financial Advisors
Kentucky
$19K +$19.3K +103 New
CWIG
1456
Chung Wu Investment Group
Texas
$18.9K – – –
CTA
1457
Colonial Trust Advisors
South Carolina
$18.6K – – –
CG
1458
Curat Global
New Hampshire
$18.6K – – –
TCM
1459
TD Capital Management
Tennessee
$18.5K -$12.5K -67 -40%
W
1460
WealthCollab
Washington
$17.6K – – –
TC
1461
Truvestments Capital
Florida
$17.3K +$935 +5 +6%
RWM
1462
Raffa Wealth Management
District of Columbia
$17.1K +$8.04K +43 +88%
LAS
1463
Lloyd Advisory Services
Georgia
$16.9K +$17K +91 New
UCB
1464
United Community Bank
South Carolina
$16.7K – – –
SC
1465
Steph & Co
Wisconsin
$16.7K +$2.99K +16 +22%
MFT
1466
Moisand Fitzgerald Tamayo
Florida
$16.5K – – –
MCA
1467
McGuire Capital Advisors
Oklahoma
$16.5K +$16.6K +89 New
MWM
1468
Mascoma Wealth Management
New Hampshire
$15.8K +$1.31K +7 +9%
BCM
1469
Boreal Capital Management
Florida
$15.4K – – –
SEP
1470
Signature Equity Partners
Ohio
$14.4K +$14.6K +78 New
HWP
1471
Highline Wealth Partners
California
$14.1K +$6.54K +35 +85%
AP
1472
Aspect Partners
Virginia
$14.1K +$935 +5 +7%
OAJ
1473
Ogorek Anthony Joseph
New York
$14K -$2.62K -14 -15%
AF
1474
Align Financial
Minnesota
$13.9K +$2.6M +13,914 New
GWM
1475
Greenline Wealth Management
Florida
$13.9K +$14K +75 New
57 58
59
60 61