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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
1526
Glass Jacobson Investment Advisors
Maryland
$5.31K +$5.55K +25 New
CWA
1527
Carolina Wealth Advisors
South Carolina
$5.31K – – –
CF
1528
Conquis Financial
California
$5.31K +$5.55K +25 New
PWA
1529
Provenance Wealth Advisors
Florida
$5.1K – – –
RWM
1530
Ruedi Wealth Management
Illinois
$5.1K – – –
HFS
1531
HBC Financial Services
Washington
$5K – – –
SIC
1532
SJS Investment Consulting
Ohio
$4.89K -$16K -72 -76%
SC
1533
Stephens Consulting
Michigan
$4.67K -$10.2K -46 -68%
TCM
1534
TD Capital Management
Tennessee
$4.49K – – –
SIC
1535
Salem Investment Counselors
North Carolina
$4.25K -$8.21K -37 -65%
WWM
1536
Wolff Wiese Magana
California
$4.25K – – –
HCA
1537
Heck Capital Advisors
Wisconsin
$4.25K +$4.44K +20 New
TAM
1538
Tucker Asset Management
Colorado
$4.25K +$4.44K +20 New
BCPWM
1539
Bradley & Co Private Wealth Management
Florida
$4.04K +$4.21K +19 New
GWSA
1540
Global Wealth Strategies & Associates
Colorado
$4.04K +$4.21K +19 New
NSIM
1541
North Star Investment Management
Illinois
$3.82K -$3.77K -17 -49%
LIM
1542
Longfellow Investment Management
Massachusetts
$3.61K – – –
MSG
1543
Main Street Group
Virginia
$3.61K – – –
OLVIG
1544
Oliver Lagore Vanvalin Investment Group
Michigan
$3.61K – – –
AIC
1545
Archer Investment Corporation
Indiana
$3.4K – – –
BTD
1546
BankPlus Trust Department
Mississippi
$3.4K +$3.55K +16 New
GA
1547
GoalVest Advisory
New York
$3.4K +$3.55K +16 New
HWP
1548
Highline Wealth Partners
California
$3.19K -$2.66K -12 -44%
CWM
1549
Crowley Wealth Management
Delaware
$3.19K +$3.33K +15 New
PWA
1550
Principia Wealth Advisory
Texas
$3.19K +$3.33K +15 New
60 61
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63 64