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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
751
Advocacy Wealth Management Services
Georgia
$26K
WANY
752
Wealthspire Advisors (New York)
New York
$26K +$27.7K +332 New
NFG
753
Next Financial Group
Texas
$25K -$44K -528 -62%
TFO
754
Tarbox Family Office
California
$24K
TL
755
TrueWealth LLC
Georgia
$24K
NIT
756
NumerixS Investment Technologies
British Columbia, Canada
$24K +$25K +300 New
CC
757
Claybrook Capital
Massachusetts
$23K -$5.5K -66 -19%
WDL
758
Well Done LLC
Michigan
$23K +$23.7K +284 New
M
759
MOTCO
Texas
$22K
CFGS
760
Concourse Financial Group Securities
Alabama
$22K +$6.25K +75 +37%
LFA
761
Legacy Financial Advisors
Kentucky
$22K +$12.5K +150 +116%
BCA
762
Berman Capital Advisors
Georgia
$21K +$23.6K +283 New
ESB
763
Essex Savings Bank
Connecticut
$20K +$21K +252 New
CAC
764
Certified Advisory Corp
Florida
$18K -$2.17K -26 -11%
EARNEST Partners
765
EARNEST Partners
Georgia
$18K
YWP
766
YorkBridge Wealth Partners
New York
$18K
MWA
767
Meridian Wealth Advisors
Texas
$18K +$18.8K +225 New
STB
768
S&T Bank
Pennsylvania
$18K +$18.9K +227 New
CHP
769
Cable Hill Partners
Oregon
$17K
CIAS
770
Capital Investment Advisory Services
North Carolina
$17K +$17.6K +211 New
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$25.2K -302 -61%
FHA
772
First Horizon Advisors
Tennessee
$15K -$19K -228 -54%
AOWM
773
Alpha Omega Wealth Management
Virginia
$15K
FTI
774
Fiduciary Trust International
Massachusetts
$15K +$15.3K +184 New
AIM
775
Advantage Investment Management
Iowa
$13K