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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SLF
676
Sun Life Financial
Ontario, Canada
$111K +$167 +2 +0.1%
KA
677
Kaizen Advisory
Illinois
$108K +$9.59K +115 +9%
DWM
678
Destination Wealth Management
California
$104K -$1.33K -16 -1%
LPIC
679
LeJeune Puetz Investment Counsel
Michigan
$104K +$7.09K +85 +7%
SWM
680
SeaCrest Wealth Management
New York
$103K -$4.25K -51 -4%
HWA
681
Heritage Wealth Advisors
Virginia
$98K
CAM
682
Cresset Asset Management
Illinois
$98K +$102K +1,228 New
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$97K
JWA
684
JFS Wealth Advisors
Pennsylvania
$96K
OIA
685
OneDigital Investment Advisors
Kansas
$96K
NO
686
Ninety One
South Africa
$95K -$2.61M -31,331 -96%
TG
687
TLP Group
Illinois
$90K -$25.1K -301 -22%
SNT
688
Security National Trust
West Virginia
$89K -$1.67K -20 -2%
TWA
689
TCI Wealth Advisors
Arizona
$88K -$2K -24 -2%
Acadian Asset Management
690
Acadian Asset Management
Massachusetts
$88K
DWA
691
Dougherty Wealth Advisers
Minnesota
$88K +$82.2K +986 New
GEA
692
Glen Eagle Advisors
New Jersey
$87.7K
CAW
693
Cornerstone Advisors (Washington)
Washington
$85K +$7.59K +91 +9%
MOS
694
MGO One Seven
Ohio
$85K +$89.5K +1,073 New
AIS
695
Accurate Investment Solutions
Pennsylvania
$84K
KPW
696
Kore Private Wealth
New York
$84K +$88.1K +1,057 New
CFA
697
Carroll Financial Associates
North Carolina
$83K +$167 +2 +0.2%
FPFS
698
First Personal Financial Services
North Carolina
$82K
WTB
699
Washington Trust Bank
Washington
$82K
RA
700
Rational Advisors
New York
$81K +$76.4K +916 +881%