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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
EI
726
Ellevest Inc
New York
$617K -$44.6K -268 -7%
WSFS
727
Wilmington Savings Fund Society
Delaware
$613K +$123K +739 +25%
KFP
728
KB Financial Partners
New Jersey
$612K +$833 +5 +0.1%
SBIA
729
Sheaff Brock Investment Advisors
Indiana
$612K +$612K +3,673 New
HH
730
Hilltop Holdings
Texas
$610K -$30K -180 -5%
VT
731
Vise Technologies
New York
$605K +$28.2K +169 +5%
IW
732
Imprint Wealth
South Carolina
$600K +$600K +3,600 New
AFP
733
Ausdal Financial Partners
Iowa
$598K -$1.17K -7 -0.2%
AWS
734
Atria Wealth Solutions
New York
$587K +$28.3K +170 +5%
SIM
735
Sentry Investment Management
Wisconsin
$586K -$193K -1,160 -25%
SFS
736
Stiles Financial Services
Minnesota
$585K +$1.5K +9 +0.3%
NCM
737
Noesis Capital Mangement
Florida
$583K
T
738
TrueFG
Texas
$583K
CT
739
Caldwell Trust
Florida
$576K
PCS
740
Personal CFO Solutions
New Jersey
$573K +$14.5K +87 +3%
SFA
741
Sequoia Financial Advisors
Ohio
$572K -$7.33K -44 -1%
SC
742
Savant Capital
Illinois
$571K +$5.66K +34 +1%
BWP
743
BSW Wealth Partners
Colorado
$564K +$38.5K +231 +7%
AWM
744
Axxcess Wealth Management
California
$560K +$211K +1,267 +60%
DW
745
Domani Wealth
Pennsylvania
$556K
AWA
746
Archvest Wealth Advisors
California
$554K -$18.5K -111 -3%
SGI
747
Summit Global Investments
Utah
$551K +$29.7K +178 +6%
MA
748
Mutual Advisors
Nebraska
$548K +$223K +1,338 +69%
AWE
749
Avidian Wealth Enterprises
Texas
$548K -$67.6K -406 -11%
AC
750
Abbrea Capital
California
$542K