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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1526
Cornerstone Financial Management
Massachusetts
$6.12K +$6.17K +33 New
CAL
1527
Capital Advisors Ltd
Ohio
$6K -$27.5K -147 -81%
TFGT
1528
TS Financial Group (TSFG)
Illinois
$6K – – –
MWPCG
1529
Measured Wealth Private Client Group
New Hampshire
$5.94K – – –
TFA
1530
Toth Financial Advisory
Virginia
$5.94K +$1.31K +7 +28%
OPTFSNA
1531
Old Point Trust & Financial Services N A
Virginia
$5.94K +$5.98K +32 New
BHWM
1532
Bay Harbor Wealth Management
Maryland
$5.94K +$2.8K +15 +88%
AI
1533
Atomic Invest
New York
$5.59K +$5.61K +30 New
LWANC
1534
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.57K +$5.61K +30 New
DPW
1535
DiNuzzo Private Wealth
Pennsylvania
$5.38K -$561 -3 -9%
TCM
1536
Tradewinds Capital Management
Washington
$5.38K – – –
ME
1537
McIlrath & Eck
Washington
$5.38K – – –
TC
1538
Tacita Capital
Ontario, Canada
$5.38K – – –
PWA
1539
Principia Wealth Advisory
Texas
$5.38K +$2.06K +11 +61%
ITIM
1540
Indiana Trust & Investment Management
Indiana
$5.2K -$23K -123 -81%
CMA
1541
Cedar Mountain Advisors
Oregon
$5.01K -$2.06K -11 -29%
VWA
1542
Valued Wealth Advisors
Utah
$4.89K -$1.68K -9 -26%
CWP
1543
Clark Wealth Partners
Illinois
$4.45K – – –
PWA
1544
Provenance Wealth Advisors
Florida
$4.45K – – –
PWMG
1545
Private Wealth Management Group
New Jersey
$4.27K -$16.1K -86 -79%
CFD
1546
Creative Financial Designs
Indiana
$4.27K -$4.3K -23 -50%
PS
1547
PayPay Securities
Japan
$4.27K +$748 +4 +21%
TM
1548
Torren Management
California
$4.27K +$4.3K +23 New
SFS
1549
Sunrise Financial Services
Washington
$4.08K +$4.11K +22 New
QA
1550
Quattro Advisors
Pennsylvania
$3.74K +$3.74K +20 New
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