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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
726
Tarbox Family Office
California
$25K
TL
727
TrueWealth LLC
Georgia
$25K
PMFA
728
Plante Moran Financial Advisors
Michigan
$24K -$200K -2,361 -89%
AS
729
Altshuler Shaham
Israel
$24K +$20.8K +246 +547%
M
730
MOTCO
Texas
$23K
PFBT
731
Parkside Financial Bank & Trust
Missouri
$20K -$2.2K -26 -10%
CAC
732
Certified Advisory Corp
Florida
$20K -$85 -1 -0.4%
YWP
733
YorkBridge Wealth Partners
New York
$19K -$20.4K -241 -52%
CHP
734
Cable Hill Partners
Oregon
$18K -$1.02K -12 -5%
EARNEST Partners
735
EARNEST Partners
Georgia
$18K
HR
736
Howe & Rusling
New York
$17K +$15.8K +187 +1,100%
CFGS
737
Concourse Financial Group Securities
Alabama
$17K +$17.3K +204 New
AOWM
738
Alpha Omega Wealth Management
Virginia
$15K
JFA
739
JNBA Financial Advisors
Minnesota
$15K +$15.7K +185 New
RFM
740
Royal Fund Management
Florida
$14K
BFEC
741
Benjamin F. Edwards & Company
Missouri
$13K
HDIM
742
Hanson & Doremus Investment Management
Vermont
$13K
AF
743
Allworth Financial
California
$13K +$8.22K +97 +147%
AIM
744
Advantage Investment Management
Iowa
$13K +$13.3K +157 New
JG
745
Jefferies Group
New York
$13K +$13.3K +157 New
WIM
746
Westside Investment Management
California
$12.9K
MRCM
747
M&R Capital Management
New Jersey
$11K
NC
748
NewSquare Capital
Pennsylvania
$11K
THWM
749
Taylor Hoffman Wealth Management
Virginia
$11K
CQS
750
Credential Qtrade Securities
$10.9K +$11.2K +132 New