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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
676
Willingdon Wealth Management
North Carolina
$82K
CFA
677
Carroll Financial Associates
North Carolina
$82K +$163 +2 +0.2%
CTC
678
Central Trust Company
Missouri
$77K -$40.8K -500 -35%
FPFS
679
First Personal Financial Services
North Carolina
$76K -$113K -1,381 -60%
CAW
680
Cornerstone Advisors (Washington)
Washington
$73K +$2.69K +33 +4%
JCM
681
Jacobi Capital Management
Pennsylvania
$73K +$3.1K +38 +4%
BFC
682
Bedel Financial Consulting
Indiana
$72K
VC
683
Vestor Capital
Illinois
$70K
WB
684
Webster Bank
Connecticut
$70K
VCM
685
Versant Capital Management
Arizona
$68K
CCM
686
Covington Capital Management
California
$67K
SIAS
687
Shine Investment Advisory Services
Colorado
$66K
SSB
688
Sandy Spring Bank
Maryland
$58K -$2.53K -31 -4%
RWA
689
River Wealth Advisors
Pennsylvania
$55K +$55.1K +675 New
RWP
690
RWA Wealth Partners
Massachusetts
$53K -$124K -1,518 -70%
MUS
691
Mitsubishi UFJ Securities
Japan
$52K
GWM
692
Geneos Wealth Management
Colorado
$50K -$490 -6 -1%
SPIA
693
Steward Partners Investment Advisory
New York
$49K -$17.3K -212 -26%
Rockefeller Capital Management
694
Rockefeller Capital Management
New York
$49K +$48.7K +597 New
MSE
695
MUFG Securities EMEA
United Kingdom
$47K +$46.4K +568 New
FC
696
Ferris Capital
Massachusetts
$46K
JFGIW
697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K
ASN
698
Advisory Services Network
Georgia
$44K -$168K -2,054 -80%
IP
699
Intellectus Partners
California
$44K
WPW
700
Winthrop Partners - WNY
New York
$43.9K