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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
1501
Quest 10 Wealth Builders
Virginia
$8.35K -$374 -2 -4%
EPAM
1502
Evelyn Partners Asset Management
$8.35K – – –
IRC
1503
Investors Research Corp
Georgia
$8.35K – – –
GAAM
1504
Guinness Atkinson Asset Management
California
$8.26K +$8.22K +44 New
RTL
1505
Red Tortoise LLC
Georgia
$7.98K – – –
PB
1506
Prosperity Bancshares
Texas
$7.98K +$8.04K +43 New
VR
1507
Vision Retirement
New Jersey
$7.86K +$7.85K +42 New
AP
1508
Atwood & Palmer
Missouri
$7.79K – – –
JGCM
1509
Joseph Group Capital Management
Ohio
$7.79K +$7.85K +42 New
OA
1510
Operose Advisors
Wisconsin
$7.61K – – –
SS
1511
Sunbelt Securities
Texas
$7.61K +$2.99K +16 +64%
SIC
1512
SJS Investment Consulting
Ohio
$7.42K -$7.85K -42 -51%
WCM
1513
Westend Capital Management
California
$7.42K – – –
WAG
1514
Wilkerson Advisory Group
Missouri
$7.42K +$7.48K +40 New
TPBG
1515
Turning Point Benefit Group
Maryland
$7.42K +$7.1K +38 +1,900%
BL
1516
BFSG LLC
California
$7.24K – – –
BWM
1517
Bullock Wealth Management
Indiana
$7.24K – – –
CBT
1518
Crews Bank & Trust
Florida
$7.24K – – –
RA
1519
Ransom Advisory
Rhode Island
$7.05K +$7.1K +38 New
OC
1520
Optima Capital
Oregon
$6.68K +$6.73K +36 New
DWM
1521
Dogwood Wealth Management
Kansas
$6.31K -$23.4K -125 -79%
TFM
1522
TFC Financial Management
Massachusetts
$6.31K -$374 -2 -6%
RWA
1523
Redmont Wealth Advisors
Illinois
$6.12K – – –
CFM
1524
Cornerstone Financial Management
Massachusetts
$6.12K +$6.17K +33 New
CAL
1525
Capital Advisors Ltd
Ohio
$6K -$27.5K -147 -81%
59 60
61
62 63