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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MMCM
1501
Murphy & Mullick Capital Management
New York
$17.5K – – –
CA
1502
Crewe Advisors
Utah
$17.5K -$2.26K -10 -11%
MWM
1503
Mascoma Wealth Management
New Hampshire
$17.1K – – –
GIA
1504
GHP Investment Advisors
Colorado
$16.6K – – –
SIC
1505
Salem Investment Counselors
North Carolina
$16.6K +$226 +1 +1%
NC
1506
North Capital
Utah
$16.4K – – –
SC
1507
Steph & Co
Wisconsin
$15.5K – – –
UCB
1508
United Community Bank
South Carolina
$15.5K – – –
AP
1509
Aspect Partners
Virginia
$15.3K +$1.58K +7 +11%
AWM
1510
Abound Wealth Management
Tennessee
$15.2K +$2.71K +12 +21%
FMB
1511
Field & Main Bank
Kentucky
$14.2K – – –
AW
1512
Avion Wealth
Texas
$14K +$2.94K +13 +25%
T
1513
Transce3nd
Texas
$13.8K – – –
CWM
1514
Copia Wealth Management
Oregon
$13.6K – – –
PCM
1515
Perritt Capital Management
Illinois
$13.3K – – –
PK
1516
Pflug Koory
Nebraska
$13.3K – – –
EWM
1517
Evermay Wealth Management
Virginia
$12K – – –
RCM
1518
Richardson Capital Management
Wisconsin
$12K – – –
IWM
1519
IMG Wealth Management
Florida
$12K +$12.4K +55 New
CAM
1520
Creekmur Asset Management
Illinois
$11.8K – – –
CI
1521
Clal Insurance
Israel
$11K +$903 +4 +9%
CFD
1522
Creative Financial Designs
Indiana
$10.5K -$4.97K -22 -31%
NCM
1523
Northwest Capital Management
Oregon
$10.5K -$2.26K -10 -17%
BI
1524
Binnacle Investments
Iowa
$10.5K – – –
HFS
1525
Hughes Financial Services
Virginia
$10.2K -$1.13K -5 -9%
59 60
61
62 63