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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1476
Cedar Mountain Advisors
Oregon
$5.38K +$719 +4 +15%
BH
1477
Burk Holdings
Oklahoma
$5.2K +$5.39K +30 New
TFM
1478
TFC Financial Management
Massachusetts
$5.03K -$899 -5 -15%
TCM
1479
Tradewinds Capital Management
Washington
$5.03K – – –
ME
1480
McIlrath & Eck
Washington
$5.03K – – –
VNA
1481
Valley National Advisers
Pennsylvania
$5K +$5.75K +32 New
DPW
1482
DiNuzzo Private Wealth
Pennsylvania
$4.86K -$180 -1 -3%
CFM
1483
Cornerstone Financial Management
Massachusetts
$4.51K -$1.26K -7 -21%
PWA
1484
Principia Wealth Advisory
Texas
$4.51K -$539 -3 -10%
NA
1485
Networth Advisors
Pennsylvania
$4.51K +$3.42K +19 +271%
TFA
1486
Toth Financial Advisory
Virginia
$4.34K -$1.26K -7 -22%
SS
1487
Sunbelt Securities
Texas
$4.34K -$2.88K -16 -39%
VWA
1488
Valued Wealth Advisors
Utah
$4.23K -$360 -2 -8%
PIS
1489
POM Investment Strategies
North Carolina
$4.18K +$2.52K +14 +140%
PWA
1490
Provenance Wealth Advisors
Florida
$4.16K – – –
PWMG
1491
Private Wealth Management Group
New Jersey
$4.16K +$180 +1 +4%
EWM
1492
Evermay Wealth Management
Virginia
$4.16K +$4.32K +24 New
DWM
1493
Dogwood Wealth Management
Kansas
$3.99K -$1.98K -11 -32%
TM
1494
Torren Management
California
$3.99K – – –
TLFA
1495
True Link Financial Advisors
California
$3.99K +$4.13K +23 New
SFS
1496
Sunrise Financial Services
Washington
$3.82K – – –
PMIM
1497
Prudent Man Investment Management
Colorado
$3.52K – – –
PP
1498
Pacifica Partners
Canada
$3.47K – – –
WWM
1499
Wolff Wiese Magana
California
$3.47K – – –
SIC
1500
Salem Investment Counselors
North Carolina
$3.47K +$3.6K +20 New
58 59
60
61 62