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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1501
Crews Bank & Trust
Florida
$7.86K – – –
ABWM
1502
Alpine Bank Wealth Management
Colorado
$7.66K – – –
CMA
1503
Cedar Mountain Advisors
Oregon
$7.66K +$7.82K +38 New
HFS
1504
Hughes Financial Services
Virginia
$7.48K -$1.65K -8 -16%
TFM
1505
TFC Financial Management
Massachusetts
$7.26K – – –
VWA
1506
Valued Wealth Advisors
Utah
$7.08K -$1.44K -7 -17%
TFGT
1507
TS Financial Group (TSFG)
Illinois
$7K – – –
ANBT
1508
American National Bank & Trust
Texas
$6.65K -$176K -854 -96%
RWA
1509
Redmont Wealth Advisors
Illinois
$6.65K – – –
DPW
1510
DiNuzzo Private Wealth
Pennsylvania
$6.59K – – –
MWPCG
1511
Measured Wealth Private Client Group
New Hampshire
$6.45K +$6.58K +32 New
FWA
1512
Flagship Wealth Advisors
Massachusetts
$6.05K – – –
FC
1513
Financial Consulate
Maryland
$6.05K +$6.17K +30 New
TCM
1514
Tradewinds Capital Management
Washington
$5.84K +$4.53K +22 +314%
ME
1515
McIlrath & Eck
Washington
$5.84K – – –
TC
1516
Tacita Capital
Ontario, Canada
$5.84K – – –
GA
1517
Guerra Advisors
Florida
$5.64K +$5.76K +28 New
GWSA
1518
Global Wealth Strategies & Associates
Colorado
$5.46K – – –
CM
1519
Capula Management
Cayman Islands
$5.24K -$160K -777 -97%
TFA
1520
Toth Financial Advisory
Virginia
$5.04K – – –
SS
1521
Sunbelt Securities
Texas
$5.04K -$19.1K -93 -79%
PWA
1522
Provenance Wealth Advisors
Florida
$4.84K – – –
CWP
1523
Clark Wealth Partners
Illinois
$4.45K -$206 -1 -4%
LFA
1524
LGT Financial Advisors
Texas
$4.23K – – –
NSIM
1525
North Star Investment Management
Illinois
$4.23K +$617 +3 +17%
59 60
61
62 63