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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1501
Roxbury Financial
New Jersey
$8.88K +$8.43K +38 New
BL
1502
BFSG LLC
California
$8.28K – – –
BWM
1503
Bullock Wealth Management
Indiana
$8.28K – – –
CBT
1504
Crews Bank & Trust
Florida
$8.28K +$8.65K +39 New
VWA
1505
Valued Wealth Advisors
Utah
$8.07K +$444 +2 +6%
MIA
1506
MeadowBrook Investment Advisors
Michigan
$7.65K – – –
TFM
1507
TFC Financial Management
Massachusetts
$7.65K – – –
HI
1508
Human Investing
Oregon
$7.65K +$7.99K +36 New
CCMI
1509
Creative Capital Management Investments
California
$7.43K – – –
TFGT
1510
TS Financial Group (TSFG)
Illinois
$7K – – –
GWSG
1511
GPS Wealth Strategies Group
Colorado
$6.85K -$666 -3 -9%
DPW
1512
DiNuzzo Private Wealth
Pennsylvania
$6.58K -$222 -1 -3%
OSNBOA
1513
Old Second National Bank of Aurora
Illinois
$6.58K +$6.88K +31 New
LWANC
1514
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.37K – – –
CT
1515
Clearstead Trust
Maine
$6.37K -$887 -4 -12%
CJ
1516
Caitlin John
Michigan
$6.37K – – –
WIM
1517
Westside Investment Management
California
$6.37K – – –
RS
1518
Rakuten Securities
Japan
$6.37K +$4.21K +19 +173%
SIS
1519
Sound Income Strategies
Florida
$6.24K -$10.6K -48 -62%
ME
1520
McIlrath & Eck
Washington
$6.16K – – –
TC
1521
Tacita Capital
Ontario, Canada
$6.16K – – –
Q1WB
1522
Quest 10 Wealth Builders
Virginia
$6.16K +$6.43K +29 New
LIS
1523
Legacy Investment Solutions
Idaho
$5.68K -$8.65K -39 -61%
LWMI
1524
Legacy Wealth Management (Idaho)
Idaho
$5.68K -$8.65K -39 -61%
NWWA
1525
New Wave Wealth Advisors
Arkansas
$5.52K +$5.77K +26 New
59 60
61
62 63