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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1526
Toth Financial Advisory
Virginia
$5.94K +$1.31K +7 +28%
OPTFSNA
1527
Old Point Trust & Financial Services N A
Virginia
$5.94K +$5.98K +32 New
BHWM
1528
Bay Harbor Wealth Management
Maryland
$5.94K +$2.8K +15 +88%
LWANC
1529
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.57K +$5.61K +30 New
DPW
1530
DiNuzzo Private Wealth
Pennsylvania
$5.38K -$561 -3 -9%
TCM
1531
Tradewinds Capital Management
Washington
$5.38K – – –
ME
1532
McIlrath & Eck
Washington
$5.38K – – –
TC
1533
Tacita Capital
Ontario, Canada
$5.38K – – –
PWA
1534
Principia Wealth Advisory
Texas
$5.38K +$2.06K +11 +61%
ITIM
1535
Indiana Trust & Investment Management
Indiana
$5.2K -$23K -123 -81%
CMA
1536
Cedar Mountain Advisors
Oregon
$5.01K -$2.06K -11 -29%
VWA
1537
Valued Wealth Advisors
Utah
$4.89K -$1.68K -9 -26%
CWP
1538
Clark Wealth Partners
Illinois
$4.45K – – –
PWA
1539
Provenance Wealth Advisors
Florida
$4.45K – – –
PWMG
1540
Private Wealth Management Group
New Jersey
$4.27K -$16.1K -86 -79%
CFD
1541
Creative Financial Designs
Indiana
$4.27K -$4.3K -23 -50%
PS
1542
PayPay Securities
Japan
$4.27K +$748 +4 +21%
TM
1543
Torren Management
California
$4.27K +$4.3K +23 New
SFS
1544
Sunrise Financial Services
Washington
$4.08K +$4.11K +22 New
QA
1545
Quattro Advisors
Pennsylvania
$3.74K +$3.74K +20 New
WWM
1546
Wolff Wiese Magana
California
$3.71K – – –
FCAS
1547
First Command Advisory Services
Texas
$3.71K +$1.68K +9 +82%
SFG
1548
Strive Financial Group
Indiana
$3.71K +$3.74K +20 New
UFPG
1549
United Financial Planning Group
New York
$3.71K +$3.74K +20 New
PP
1550
Pacifica Partners
Canada
$3.65K – – –
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