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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1551
True Wealth Design
Ohio
$10.3K +$3.86K +17 +68%
CT
1552
Coastline Trust
Rhode Island
$10.2K – – –
OA
1553
Operose Advisors
Wisconsin
$10K -$3.86K -17 -29%
BL
1554
BFSG LLC
California
$9.52K – – –
CBT
1555
Crews Bank & Trust
Florida
$9.52K – – –
BWM
1556
Bullock Wealth Management
Indiana
$9.52K – – –
VWA
1557
Valued Wealth Advisors
Utah
$9.29K – – –
MWM
1558
MorganRosel Wealth Management
Colorado
$9.27K +$8.62K +38 New
TFM
1559
TFC Financial Management
Massachusetts
$8.79K – – –
MIA
1560
MeadowBrook Investment Advisors
Michigan
$8.79K – – –
DPW
1561
DiNuzzo Private Wealth
Pennsylvania
$8.3K +$681 +3 +10%
GWSG
1562
GPS Wealth Strategies Group
Colorado
$8.14K +$227 +1 +3%
PP
1563
Pacifica Partners
Canada
$8.06K +$7.49K +33 New
TFGT
1564
TS Financial Group (TSFG)
Illinois
$8K – – –
WCM
1565
WealthTrak Capital Management
Virginia
$7.57K +$5.9K +26 +520%
LWANC
1566
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.32K – – –
WIM
1567
Westside Investment Management
California
$7.32K – – –
ME
1568
McIlrath & Eck
Washington
$7.08K – – –
Q1WB
1569
Quest 10 Wealth Builders
Virginia
$7.08K – – –
TC
1570
Tacita Capital
Ontario, Canada
$7.08K – – –
BDPWM
1571
Barnes Dennig Private Wealth Management
Ohio
$6.83K +$6.35K +28 New
SIS
1572
Sound Income Strategies
Florida
$6.59K -$454 -2 -7%
CWA
1573
Carolina Wealth Advisors
South Carolina
$6.1K – – –
LWMI
1574
Legacy Wealth Management (Idaho)
Idaho
$6.1K – – –
TFA
1575
Toth Financial Advisory
Virginia
$6.1K – – –
61 62
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