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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
1526
Investors Research Corp
Georgia
$9.84K – – –
RDFA
1527
Ritter Daniher Financial Advisory
Ohio
$9.84K – – –
CIAS
1528
CBIZ Investment Advisory Services
Ohio
$9.84K +$8.58K +38 +543%
KG
1529
Kilter Group
New York
$9.84K +$10.2K +45 New
HWM
1530
Horizons Wealth Management
North Carolina
$9.62K – – –
RTL
1531
Red Tortoise LLC
Georgia
$9.4K – – –
PWA
1532
Principia Wealth Advisory
Texas
$9.4K +$5.19K +23 +115%
PP
1533
Pacifica Partners
Canada
$9.33K +$2.26K +10 +30%
VWA
1534
Valued Wealth Advisors
Utah
$9.21K +$903 +4 +11%
CT
1535
Coastline Trust
Rhode Island
$9.18K – – –
BFS
1536
Bare Financial Services
Pennsylvania
$9.18K +$8.35K +37 +740%
OA
1537
Operose Advisors
Wisconsin
$8.96K – – –
MWM
1538
MorganRosel Wealth Management
Colorado
$8.96K +$677 +3 +8%
WCM
1539
Westend Capital Management
California
$8.75K +$9.03K +40 New
BL
1540
BFSG LLC
California
$8.53K – – –
CBT
1541
Crews Bank & Trust
Florida
$8.53K – – –
ABWM
1542
Alpine Bank Wealth Management
Colorado
$8.31K +$8.58K +38 New
TWD
1543
True Wealth Design
Ohio
$8.13K -$1.13K -5 -12%
RAM
1544
Riggs Asset Management
Pennsylvania
$8.09K +$5.64K +25 +208%
TFGT
1545
TS Financial Group (TSFG)
Illinois
$8K +$226 +1 +3%
TFM
1546
TFC Financial Management
Massachusetts
$7.87K – – –
BCM
1547
Boreal Capital Management
Florida
$7.87K +$8.13K +36 New
GWSG
1548
GPS Wealth Strategies Group
Colorado
$7.54K +$226 +1 +3%
RWM
1549
Raffa Wealth Management
District of Columbia
$7.43K -$3.84K -17 -33%
RWA
1550
Redmont Wealth Advisors
Illinois
$7.21K +$7.45K +33 New
60 61
62
63 64