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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
626
Kelleher Financial Advisors
New York
$243K
CG
627
Colony Group
Massachusetts
$243K +$5.24K +63 +2%
WWM
628
Windsor Wealth Management
Indiana
$243K +$248K +2,981 New
WA
629
WESPAC Advisors
California
$242K -$257K -3,088 -51%
WB
630
WesBanco Bank
West Virginia
$240K
BOTW
631
Bank of the West
California
$238K
PP
632
Prudential plc
United Kingdom
$237K
SWA
633
SFMG Wealth Advisors
Texas
$236K
P
634
Pitcairn
Pennsylvania
$236K +$241K +2,898 New
LWCFA
635
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K
BSW
636
Buckingham Strategic Wealth
Missouri
$230K -$1.16K -14 -0.5%
ARMT
637
Amica Retiree Medical Trust
Rhode Island
$229K
GCA
638
Gideon Capital Advisors
New York
$225K +$230K +2,768 New
Luther King Capital Management (LKCM)
639
Luther King Capital Management (LKCM)
Texas
$222K +$227K +2,730 New
AHB
640
Abner Herrman & Brock
New Jersey
$220K -$6.73K -81 -3%
IAA
641
Independent Advisor Alliance
North Carolina
$220K +$416 +5 +0.2%
GG
642
Gofen & Glossberg
Illinois
$220K +$224K +2,700 New
LIC
643
Lodestar Investment Counsel
Illinois
$218K -$1.83K -22 -0.8%
CCM
644
Coldstream Capital Management
Washington
$216K +$499 +6 +0.2%
FANJ
645
Financial Architects (New Jersey)
New Jersey
$215K -$5.65K -68 -3%
QCG
646
Quadrant Capital Group
Ohio
$214K
BRM
647
Boston Research & Management
Massachusetts
$213K -$16.6K -200 -7%
SPC
648
Sigma Planning Corp
Michigan
$212K +$12.2K +147 +6%
SWA
649
Sutton Wealth Advisors
Florida
$211K -$249 -3 -0.1%
AP
650
Atwood & Palmer
Missouri
$210K