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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1501
BFSG LLC
California
$8.28K – – –
CBT
1502
Crews Bank & Trust
Florida
$8.28K +$8.65K +39 New
VWA
1503
Valued Wealth Advisors
Utah
$8.07K +$444 +2 +6%
MIA
1504
MeadowBrook Investment Advisors
Michigan
$7.65K – – –
TFM
1505
TFC Financial Management
Massachusetts
$7.65K – – –
HI
1506
Human Investing
Oregon
$7.65K +$7.99K +36 New
CCMI
1507
Creative Capital Management Investments
California
$7.43K – – –
TFGT
1508
TS Financial Group (TSFG)
Illinois
$7K – – –
GWSG
1509
GPS Wealth Strategies Group
Colorado
$6.85K -$666 -3 -9%
DPW
1510
DiNuzzo Private Wealth
Pennsylvania
$6.58K -$222 -1 -3%
OSNBOA
1511
Old Second National Bank of Aurora
Illinois
$6.58K +$6.88K +31 New
LWANC
1512
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.37K – – –
CT
1513
Clearstead Trust
Maine
$6.37K -$887 -4 -12%
CJ
1514
Caitlin John
Michigan
$6.37K – – –
WIM
1515
Westside Investment Management
California
$6.37K – – –
RS
1516
Rakuten Securities
Japan
$6.37K +$4.21K +19 +173%
SIS
1517
Sound Income Strategies
Florida
$6.24K -$10.6K -48 -62%
ME
1518
McIlrath & Eck
Washington
$6.16K – – –
TC
1519
Tacita Capital
Ontario, Canada
$6.16K – – –
Q1WB
1520
Quest 10 Wealth Builders
Virginia
$6.16K +$6.43K +29 New
LIS
1521
Legacy Investment Solutions
Idaho
$5.68K -$8.65K -39 -61%
LWMI
1522
Legacy Wealth Management (Idaho)
Idaho
$5.68K -$8.65K -39 -61%
NWWA
1523
New Wave Wealth Advisors
Arkansas
$5.52K +$5.77K +26 New
TWD
1524
True Wealth Design
Ohio
$5.35K -$8.87K -40 -62%
TFA
1525
Toth Financial Advisory
Virginia
$5.31K – – –
59 60
61
62 63