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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
1551
DiNuzzo Private Wealth
Pennsylvania
$7K -$452 -2 -6%
WCM
1552
WealthTrak Capital Management
Virginia
$7K +$226 +1 +3%
VWA
1553
VSM Wealth Advisory
Maryland
$7K +$7.22K +32 New
FWA
1554
Flagship Wealth Advisors
Massachusetts
$6.56K -$2.94K -13 -30%
ME
1555
McIlrath & Eck
Washington
$6.34K – – –
TC
1556
Tacita Capital
Ontario, Canada
$6.34K – – –
GWSA
1557
Global Wealth Strategies & Associates
Colorado
$5.9K +$1.81K +8 +42%
CWA
1558
Carolina Wealth Advisors
South Carolina
$5.47K – – –
CWP
1559
Clark Wealth Partners
Illinois
$5.47K – – –
TFA
1560
Toth Financial Advisory
Virginia
$5.47K – – –
TIM
1561
Total Investment Management
Arizona
$5.47K +$5.64K +25 New
PWA
1562
Provenance Wealth Advisors
Florida
$5.25K – – –
SC
1563
Stephens Consulting
Michigan
$4.81K +$4.97K +22 New
HWP
1564
Highline Wealth Partners
California
$4.61K +$677 +3 +17%
LFA
1565
LGT Financial Advisors
Texas
$4.59K +$4.74K +21 New
CAC
1566
Core Alternative Capital
Georgia
$4.37K -$455K -2,017 -99%
WWM
1567
Wolff Wiese Magana
California
$4.37K – – –
BCPWM
1568
Bradley & Co Private Wealth Management
Florida
$4.15K – – –
LWMI
1569
Legacy Wealth Management (Idaho)
Idaho
$3.94K -$1.58K -7 -28%
NSIM
1570
North Star Investment Management
Illinois
$3.94K – – –
LIS
1571
Legacy Investment Solutions
Idaho
$3.94K +$4.06K +18 New
BHWM
1572
Bay Harbor Wealth Management
Maryland
$3.94K +$2.26K +10 +125%
MSG
1573
Main Street Group
Virginia
$3.73K – – –
LIM
1574
Longfellow Investment Management
Massachusetts
$3.72K – – –
AIC
1575
Archer Investment Corporation
Indiana
$3.5K – – –
61 62
63
64 65