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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1476
Global Financial Private Client
Florida
$41.7K +$3.18K +14 +9%
CAL
1477
Capital Analysts LLC
Pennsylvania
$41K +$14.5K +64 +61%
CH
1478
Canton Hathaway
Rhode Island
$40K – – –
HDIM
1479
Hanson & Doremus Investment Management
Vermont
$40K – – –
OAJ
1480
Ogorek Anthony Joseph
New York
$40K +$37.2K +164 New
NC
1481
NewSquare Capital
Pennsylvania
$39.8K +$34.3K +151 +1,258%
JWA
1482
JFS Wealth Advisors
Pennsylvania
$39.5K +$454 +2 +1%
FFA
1483
Frazier Financial Advisors
Ohio
$38.7K -$4.31K -19 -11%
GSWM
1484
Golden State Wealth Management
California
$37.9K -$8.85K -39 -20%
ITIM
1485
Indiana Trust & Investment Management
Indiana
$36.8K – – –
ACA
1486
Atlas Capital Advisors
Wyoming
$36.8K – – –
RFG
1487
REAP Financial Group
Texas
$36.6K +$9.07K +40 +36%
CHC
1488
City Holding Co
West Virginia
$36.6K +$34K +150 New
NL
1489
NVWM LLC
Pennsylvania
$34.4K -$227 -1 -0.7%
CIR
1490
Clear Investment Research
Georgia
$34.2K – – –
SC
1491
Solstein Capital
California
$32.9K – – –
CTWM
1492
Cherry Tree Wealth Management
Minnesota
$32.2K – – –
PSB
1493
Piscataqua Savings Bank
New Hampshire
$31.5K – – –
SS
1494
Sunbelt Securities
Texas
$29.8K +$908 +4 +3%
ADL
1495
Asset Dedication LLC
California
$29K -$1.13K -5 -4%
AWM
1496
Activest Wealth Management
Florida
$28.1K +$25.2K +111 +2,775%
KC
1497
Knuff & Co
California
$27.8K +$25.9K +114 New
PWMG
1498
Private Wealth Management Group
New Jersey
$27.6K -$5.67K -25 -18%
KFI
1499
Key Financial Inc
Pennsylvania
$25.9K – – –
ACM
1500
Accent Capital Management
Ohio
$25.4K +$23.6K +104 New
58 59
60
61 62