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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
726
Perkins Coie Trust Company
Washington
$42K
PCP
727
Proficio Capital Partners
Massachusetts
$42K +$6.05K +73 +17%
KA
728
Kaizen Advisory
Illinois
$41K
HDIM
729
Hanson & Doremus Investment Management
Vermont
$41K +$27.3K +330 +202%
VFA
730
Valeo Financial Advisors
Indiana
$38K +$29K +350 +333%
YWP
731
YorkBridge Wealth Partners
New York
$37K -$6.21K -75 -14%
MOS
732
MGO One Seven
Ohio
$37K
AC
733
Avestar Capital
New York
$36K -$1.49K -18 -3%
EFSCE
734
Enterprise Financial Services Corp (EFSC)
Missouri
$34K
GAM
735
Gemmer Asset Management
California
$34K
JGIA
736
Jackson Grant Investment Advisers
Connecticut
$34K +$166 +2 +0.5%
PMFA
737
Plante Moran Financial Advisors
Michigan
$33K -$30.7K -371 -48%
IBOK
738
Independence Bank of Kentucky
Kentucky
$33K -$10.4K -125 -24%
CC
739
Claybrook Capital
Massachusetts
$29K
GI
740
Gradient Investments
Minnesota
$28K
TFS
741
TrustCore Financial Services
Tennessee
$28K +$83 +1 +0.3%
TL
742
TrueWealth LLC
Georgia
$25K -$35K -422 -58%
TFO
743
Tarbox Family Office
California
$25K
RCAG
744
Rehmann Capital Advisory Group
Michigan
$25K +$25K +302 New
BWP
745
Baldwin Wealth Partners
Massachusetts
$24K
WDL
746
Well Done LLC
Michigan
$24K +$24.4K +295 New
M
747
MOTCO
Texas
$23K +$22.9K +277 New
AW
748
Alpha Windward
Massachusetts
$22K -$414 -5 -2%
CAC
749
Certified Advisory Corp
Florida
$20K
GFP
750
Gryphon Financial Partners
Ohio
$20K