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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1551
BFSG LLC
California
$9.52K – – –
CBT
1552
Crews Bank & Trust
Florida
$9.52K – – –
VWA
1553
Valued Wealth Advisors
Utah
$9.29K – – –
MWM
1554
MorganRosel Wealth Management
Colorado
$9.27K +$8.62K +38 New
TFM
1555
TFC Financial Management
Massachusetts
$8.79K – – –
MIA
1556
MeadowBrook Investment Advisors
Michigan
$8.79K – – –
DPW
1557
DiNuzzo Private Wealth
Pennsylvania
$8.3K +$681 +3 +10%
GWSG
1558
GPS Wealth Strategies Group
Colorado
$8.14K +$227 +1 +3%
PP
1559
Pacifica Partners
Canada
$8.06K +$7.49K +33 New
TFGT
1560
TS Financial Group (TSFG)
Illinois
$8K – – –
WCM
1561
WealthTrak Capital Management
Virginia
$7.57K +$5.9K +26 +520%
LWANC
1562
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.32K – – –
WIM
1563
Westside Investment Management
California
$7.32K – – –
ME
1564
McIlrath & Eck
Washington
$7.08K – – –
Q1WB
1565
Quest 10 Wealth Builders
Virginia
$7.08K – – –
TC
1566
Tacita Capital
Ontario, Canada
$7.08K – – –
BDPWM
1567
Barnes Dennig Private Wealth Management
Ohio
$6.83K +$6.35K +28 New
SIS
1568
Sound Income Strategies
Florida
$6.59K -$454 -2 -7%
CWA
1569
Carolina Wealth Advisors
South Carolina
$6.1K – – –
LWMI
1570
Legacy Wealth Management (Idaho)
Idaho
$6.1K – – –
TFA
1571
Toth Financial Advisory
Virginia
$6.1K – – –
CWP
1572
Clark Wealth Partners
Illinois
$6.1K +$5.67K +25 New
PWA
1573
Provenance Wealth Advisors
Florida
$5.86K – – –
RWM
1574
Ruedi Wealth Management
Illinois
$5.86K – – –
SIC
1575
SJS Investment Consulting
Ohio
$5.61K – – –
61 62
63
64 65