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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
651
Ropes Wealth Advisors
Massachusetts
$199K
BDWM
652
Brewin Dolphin Wealth Management
Ireland
$196K
TF
653
Tompkins Financial
New York
$193K -$62.4K -748 -24%
QCG
654
Quadrant Capital Group
Ohio
$193K -$16.8K -201 -7%
GWS
655
Glassman Wealth Services
Virginia
$187K
IA
656
IFP Advisors
Florida
$184K -$42.1K -505 -18%
ARMT
657
Amica Retiree Medical Trust
Rhode Island
$182K
PCG
658
Private Capital Group
Connecticut
$178K -$417 -5 -0.2%
RMC
659
Resources Management Corp
Connecticut
$171K
MSFP
660
Mark Sheptoff Financial Planning
Connecticut
$167K
LNB
661
Ledyard National Bank
$160K
Carson Wealth (CWM LLC)
662
Carson Wealth (CWM LLC)
Nebraska
$155K +$11K +132 +7%
WAP
663
Wealthcare Advisory Partners
Pennsylvania
$153K
CFG
664
CKW Financial Group
Hawaii
$152K
OFS
665
Orrstown Financial Services
Pennsylvania
$151K
APW
666
Acima Private Wealth
Virginia
$150K +$157K +1,881 New
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$143K -$5.5K -66 -4%
Twin Tree Management
668
Twin Tree Management
Texas
$142K +$148K +1,780 New
PHK
669
Point72 Hong Kong
Hong Kong
$138K +$134K +1,611 +1,401%
AAP
670
Arax Advisory Partners
Colorado
$119K -$4.92K -59 -4%
FIA
671
FNY Investment Advisers
New York
$119K +$125K +1,500 New
SAS
672
Stelac Advisory Services
New York
$114K
GLI
673
Guardian Life Insurance
New York
$114K +$500 +6 +0.4%
DWM
674
Doyle Wealth Management
Florida
$112K +$117K +1,400 New
FANJ
675
Financial Architects (New Jersey)
New Jersey
$111K -$16.8K -201 -13%