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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CT
676
Caldwell Trust
Florida
$570K
GRP
677
Global Retirement Partners
California
$567K -$4.08K -27 -0.7%
AG
678
Algert Global
California
$566K +$566K +3,741 New
HFS
679
Hantz Financial Services
Michigan
$559K +$558K +3,689 New
DADC
680
D.A. Davidson & Co
Montana
$551K -$5.6K -37 -1%
GG
681
Gofen & Glossberg
Illinois
$549K -$16.6K -110 -3%
AFP
682
Ausdal Financial Partners
Iowa
$547K -$22.7K -150 -4%
SFO
683
Stokes Family Office
Louisiana
$546K +$237K +1,569 +77%
NCM
684
Noesis Capital Mangement
Florida
$530K
Two Sigma Advisers
685
Two Sigma Advisers
New York
$530K +$529K +3,500 New
BSW
686
Buckingham Strategic Wealth
Missouri
$529K +$230K +1,520 +77%
PWPS
687
Pinnacle Wealth Planning Services
Ohio
$527K +$11.5K +76 +2%
RT
688
Rockland Trust
Massachusetts
$526K +$200K +1,323 +62%
HC
689
Henshaw Capital
Massachusetts
$525K
CG
690
Caprock Group
Idaho
$520K +$33.7K +223 +7%
CIM
691
Contravisory Investment Management
Massachusetts
$518K -$3.63K -24 -0.7%
PCA
692
Personal Capital Advisors
California
$515K +$6.96K +46 +1%
AWE
693
Avidian Wealth Enterprises
Texas
$515K +$49.9K +330 +11%
ACP
694
Arcus Capital Partners
Georgia
$511K +$20.6K +136 +4%
AI
695
AXS Investments
New York
$511K +$510K +3,372 New
DW
696
Domani Wealth
Pennsylvania
$506K
FRM
697
Fox Run Management
Connecticut
$506K +$505K +3,340 New
4WM
698
44 Wealth Management
Oregon
$499K -$29K -192 -6%
BONH
699
Bank of New Hampshire
New Hampshire
$495K
HB
700
Homrich & Berg
Georgia
$492K -$45.8K -303 -9%