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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
676
Personal Capital Advisors
California
$472K +$118K +878 +35%
DW
677
Domani Wealth
Pennsylvania
$470K
SWA
678
Stratos Wealth Advisors
Ohio
$469K +$206K +1,538 +86%
RB
679
Rodgers Brothers
Pennsylvania
$457K
FMLI
680
Fukoku Mutual Life Insurance
Japan
$456K -$40.2K -300 -8%
KBFS
681
Kohmann Bosshard Financial Services
Ohio
$456K +$435K +3,244 New
ACP
682
Arcus Capital Partners
Georgia
$455K +$58.7K +438 +16%
BA
683
Bridgewater Advisors
New York
$454K +$536 +4 +0.1%
CG
684
Caprock Group
Idaho
$451K +$10.6K +79 +3%
RW
685
REDW Wealth
New Mexico
$449K
DWT
686
Dorsey & Whitney Trust
South Dakota
$447K
KIG
687
Kessler Investment Group
Indiana
$443K +$355K +2,651 +533%
PCS
688
Personal CFO Solutions
New Jersey
$441K +$421K +3,138 New
HI
689
Horizon Investments
North Carolina
$438K +$12.1K +90 +3%
DWM
690
Defined Wealth Management
Oregon
$435K
SWM
691
Stockman Wealth Management
Montana
$434K -$6.7K -50 -2%
Walleye Trading
692
Walleye Trading
New York
$432K -$569K -4,247 -58%
AWE
693
Avidian Wealth Enterprises
Texas
$432K +$12.5K +93 +3%
WFPG
694
Waller Financial Planning Group
Ohio
$429K +$1.34K +10 +0.3%
KFP
695
KB Financial Partners
New Jersey
$429K +$200K +1,490 +95%
CAI
696
Capital Advisors Inc
Oklahoma
$423K
BG
697
Bollard Group
Massachusetts
$411K +$1.34K +10 +0.3%
PI
698
Putnam Investments
Massachusetts
$406K -$3.75K -28 -1%
AAM
699
Aureus Asset Management
Massachusetts
$405K +$386K +2,880 New
TCBWMS
700
Texas Capital Bank Wealth Management Services
Texas
$405K +$386K +2,882 New