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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1476
Aspect Partners
Virginia
$14.4K -$444 -2 -3%
SC
1477
Steph & Co
Wisconsin
$14.2K -$8.43K -38 -36%
FW
1478
Fairway Wealth
Ohio
$14K +$14.6K +66 New
FMB
1479
Field & Main Bank
Kentucky
$13.8K – – –
CWM
1480
Copia Wealth Management
Oregon
$13.2K +$13.8K +62 New
PCM
1481
Perritt Capital Management
Illinois
$13K – – –
PK
1482
Pflug Koory
Nebraska
$13K – – –
TLA
1483
Tanglewood Legacy Advisors
Texas
$13K – – –
OA
1484
Operose Advisors
Wisconsin
$12.3K -$49.5K -223 -79%
NCM
1485
Northwest Capital Management
Oregon
$12.3K – – –
CFD
1486
Creative Financial Designs
Indiana
$12.1K – – –
EWM
1487
Evermay Wealth Management
Virginia
$11.7K – – –
AW
1488
Avion Wealth
Texas
$11K +$444 +2 +4%
RWM
1489
Raffa Wealth Management
District of Columbia
$10.8K -$8.87K -40 -44%
WCM
1490
Westend Capital Management
California
$10.2K – – –
PIS
1491
POM Investment Strategies
North Carolina
$10.2K +$10.6K +48 New
RDFA
1492
Ritter Daniher Financial Advisory
Ohio
$9.56K – – –
HWM
1493
Horizons Wealth Management
North Carolina
$9.35K – – –
ETS
1494
ESL Trust Services
New York
$9.13K – – –
RTL
1495
Red Tortoise LLC
Georgia
$9.13K – – –
FWA
1496
Flagship Wealth Advisors
Massachusetts
$9.13K +$9.54K +43 New
CT
1497
Coastline Trust
Rhode Island
$8.92K – – –
FWM
1498
FSA Wealth Management
Massachusetts
$8.92K – – –
WAS
1499
Winch Advisory Services
Wisconsin
$8.92K +$9.32K +42 New
RF
1500
Roxbury Financial
New Jersey
$8.88K +$8.43K +38 New
58 59
60
61 62