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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1476
Salem Investment Counselors
North Carolina
$11.3K -$4.11K -20 -26%
EWM
1477
Evermay Wealth Management
Virginia
$11.1K – – –
IWM
1478
IMG Wealth Management
Florida
$11.1K – – –
CAM
1479
Creekmur Asset Management
Illinois
$10.9K – – –
BDPWM
1480
Barnes Dennig Private Wealth Management
Ohio
$10.9K +$11.1K +54 New
MAM
1481
Marquette Asset Management
Minnesota
$10.7K +$10.9K +53 New
RWM
1482
Raffa Wealth Management
District of Columbia
$9.88K +$3.08K +15 +44%
BI
1483
Binnacle Investments
Iowa
$9.67K – – –
Q1WB
1484
Quest 10 Wealth Builders
Virginia
$9.47K -$15.6K -76 -62%
CFD
1485
Creative Financial Designs
Indiana
$9.27K -$411 -2 -4%
IRC
1486
Investors Research Corp
Georgia
$9.07K – – –
RDFA
1487
Ritter Daniher Financial Advisory
Ohio
$9.07K – – –
EPAM
1488
Evelyn Partners Asset Management
$9.07K +$9.26K +45 New
CI
1489
Clal Insurance
Israel
$9K -$1.44K -7 -14%
CCM
1490
Cloud Capital Management
Washington
$9K +$9.26K +45 New
GFWA
1491
Grey Fox Wealth Advisors
Delaware
$8.68K +$8.84K +43 New
RTL
1492
Red Tortoise LLC
Georgia
$8.67K – – –
AP
1493
Atwood & Palmer
Missouri
$8.46K -$8.02K -39 -48%
BFS
1494
Bare Financial Services
Pennsylvania
$8.46K – – –
CT
1495
Coastline Trust
Rhode Island
$8.46K – – –
HWP
1496
Highline Wealth Partners
California
$8.28K +$4.11K +20 +95%
OA
1497
Operose Advisors
Wisconsin
$8.26K – – –
KG
1498
Kilter Group
New York
$8.06K -$1.03K -5 -11%
WCM
1499
Westend Capital Management
California
$8.06K – – –
BL
1500
BFSG LLC
California
$7.86K – – –
58 59
60
61 62