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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
726
West Paces Advisors
Georgia
$1.18M +$41.7K +188 +4%
LWAM
727
Legacy Wealth Asset Management
Minnesota
$1.18M +$8.44K +38 +0.7%
FW
728
FullCircle Wealth
Texas
$1.17M +$36.6K +165 +3%
AFA
729
AA Financial Advisors
Ohio
$1.16M – – –
CNBT
730
Canandaigua National Bank & Trust
New York
$1.16M -$64.2K -289 -5%
CFGS
731
Concourse Financial Group Securities
Alabama
$1.16M +$59K +266 +5%
NAMNJ
732
NorthStar Asset Management (New Jersey)
New Jersey
$1.15M +$255K +1,151 +29%
CFP
733
Cascade Financial Partners
California
$1.14M – – –
BCM
734
Boltwood Capital Management
California
$1.14M -$51.5K -232 -4%
MMHP
735
Murphy Middleton Hinkle & Parker
Georgia
$1.14M – – –
CI
736
Cigna Investments
Connecticut
$1.13M -$22.6K -102 -2%
BHWM
737
Bar Harbor Wealth Management
New Hampshire
$1.12M -$91.5K -412 -8%
WFI
738
West Family Investments
California
$1.11M +$63.9K +288 +6%
HPC
739
HM Payson & Co
Maine
$1.1M +$29.1K +131 +3%
LSAG
740
Lake Street Advisors Group
New Hampshire
$1.1M +$12.7K +57 +1%
PI
741
PineBridge Investments
New York
$1.1M -$9.07M -40,843 -89%
NC
742
nVerses Capital
Florida
$1.09M +$155K +700 +17%
MOS
743
MGO One Seven
Ohio
$1.09M -$133K -601 -11%
MCM
744
Manchester Capital Management
Vermont
$1.09M +$21.5K +97 +2%
CAG
745
Csenge Advisory Group
Florida
$1.08M -$65.5K -295 -6%
MFGM
746
Marshall Financial Group (Maryland)
Maryland
$1.07M +$14.9K +67 +1%
DLA
747
Douglas Lane & Associates
New York
$1.07M -$4.88K -22 -0.5%
QWM
748
Quadcap Wealth Management
Texas
$1.07M +$232K +1,047 +28%
IAN
749
Integrated Advisors Network
Texas
$1.07M -$50.6K -228 -5%
JWM
750
JGP Wealth Management
Oregon
$1.06M +$56.4K +254 +6%
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