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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1476
Marshall Investment Management
Colorado
$1.67K +$1.67K +10 New
GFA
1477
Godfrey Financial Associates
New York
$1.5K – – –
MS
1478
Monetary Solutions
Ohio
$1.5K – – –
MAS
1479
MPWM Advisory Solutions
Georgia
$1.5K – – –
MBFW
1480
Morton Brown Family Wealth
Pennsylvania
$1.5K +$1.5K +9 New
KCM
1481
Key Capital Management
Tennessee
$1.33K -$1.5K -9 -53%
NWMP
1482
Noble Wealth Management PBC
Colorado
$1.33K +$1.34K +8 New
TCM
1483
Tradewinds Capital Management
Washington
$1.17K -$3.68K -22 -76%
LAM
1484
Lummis Asset Management
Texas
$1.17K +$1.17K +7 New
BIM
1485
Breakwater Investment Management
Washington
$1K +$501 +3 +100%
AWM
1486
Activest Wealth Management
Florida
$833 -$56.5K -338 -99%
DF
1487
DecisionPoint Financial
Arizona
$689 -$334 -2 -33%
RFS
1488
Richardson Financial Services
Massachusetts
$667 -$57.2K -342 -99%
CIAM
1489
Caitong International Asset Management
Hong Kong
$667 -$334 -2 -33%
SA
1490
Seneschal Advisors
Washington
$667 -$167 -1 -20%
WBC
1491
West Branch Capital
Massachusetts
$667 – – –
NWS
1492
Nvest Wealth Strategies
Ohio
$667 +$669 +4 New
IAS
1493
IMA Advisory Services
Colorado
$500 +$501 +3 New
QWM
1494
Quaker Wealth Management
New Jersey
$334 -$2.17K -13 -87%
ECA
1495
Elevated Capital Advisors
Utah
$333 – – –
MWA
1496
Medallion Wealth Advisors
Connecticut
$333 +$334 +2 New
HHGA
1497
Halbert Hargrove Global Advisors
California
$275 +$334 +2 New
CI
1498
Cordant Inc
Oregon
$251 +$334 +2 New
YDMI
1499
Y.D. More Investments
Israel
$173 +$167 +1 +0.3%
TC
1500
Trust Company
Kansas
$167 -$401K -2,400 -100%
58 59
60
61 62