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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
751
Gryphon Financial Partners
Ohio
$797K +$114K +679 +17%
KFA
752
Kelleher Financial Advisors
New York
$797K +$514K +3,074 +180%
LFA
753
Legacy Financial Advisors
Kentucky
$792K -$299K -1,786 -27%
NAAA
754
New Age Alpha Advisors
New York
$791K +$767K +4,586 +2,884%
FC
755
Fjell Capital
North Dakota
$790K -$59.8K -358 -7%
HPC
756
HM Payson & Co
Maine
$789K +$1.34K +8 +0.2%
BBL
757
Beck Bode LLC
Massachusetts
$782K
CCA
758
Checchi Capital Advisers
California
$779K -$108K -645 -12%
CI
759
Cigna Investments
Connecticut
$778K +$6.52K +39 +0.8%
MPAM
760
Murphy Pohlad Asset Management
Minnesota
$774K
WSFS
761
Wilmington Savings Fund Society
Delaware
$774K +$10K +60 +1%
AUB
762
Atlantic Union Bankshares
Virginia
$771K -$13.2K -79 -2%
EWM
763
Empirical Wealth Management
Washington
$764K +$11K +66 +1%
SWP
764
Sagespring Wealth Partners
Tennessee
$764K -$268K -1,601 -26%
OC
765
Oppenheimer & Co
New York
$759K +$3.01K +18 +0.4%
AIP
766
Ameritas Investment Partners
Nebraska
$756K -$29.8K -178 -4%
MT
767
Midwest Trust
Kansas
$752K +$114K +684 +18%
CSPIA
768
Cary Street Partners Investment Advisory
Virginia
$751K -$48K -287 -6%
CFP
769
Cascade Financial Partners
California
$743K +$5.68K +34 +0.8%
MAM
770
MMA Asset Management
Pennsylvania
$743K -$836 -5 -0.1%
RDWM
771
Red Door Wealth Management
Tennessee
$740K +$742K +4,439 New
Kovitz Investment Group Partners
772
Kovitz Investment Group Partners
Illinois
$732K -$1K -6 -0.1%
IAA
773
Independent Advisor Alliance
North Carolina
$731K +$18.2K +109 +3%
SSA
774
Schonfeld Strategic Advisors
New York
$731K +$733K +4,384 New
WA
775
Waddell & Associates
Tennessee
$720K -$497K -2,975 -41%