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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BL
751
Balentine LLC
Georgia
$32K
BWM
752
BerganKDV Wealth Management
Minnesota
$32K
CH
753
Canton Hathaway
Rhode Island
$30K +$28.7K +325 New
KPW
754
Kore Private Wealth
New York
$28K -$67.6K -764 -72%
IBOK
755
Independence Bank of Kentucky
Kentucky
$28K -$8.84K -100 -25%
TFO
756
Tarbox Family Office
California
$28K
TL
757
TrueWealth LLC
Georgia
$28K
YWP
758
YorkBridge Wealth Partners
New York
$28K +$6.54K +74 +33%
Lazard Asset Management
759
Lazard Asset Management
New York
$27K -$3.63K -41 -12%
M
760
MOTCO
Texas
$26K
CFGS
761
Concourse Financial Group Securities
Alabama
$26K +$619 +7 +3%
Twin Tree Management
762
Twin Tree Management
Texas
$24K -$135K -1,521 -85%
PMFA
763
Plante Moran Financial Advisors
Michigan
$24K -$7.25K -82 -25%
ESB
764
Essex Savings Bank
Connecticut
$24K +$88 +1 +0.4%
AWMS
765
Advocacy Wealth Management Services
Georgia
$21K -$9.38K -106 -32%
CAC
766
Certified Advisory Corp
Florida
$21K
EARNEST Partners
767
EARNEST Partners
Georgia
$21K
CHP
768
Cable Hill Partners
Oregon
$20K
CIAS
769
Capital Investment Advisory Services
North Carolina
$20K
FHA
770
First Horizon Advisors
Tennessee
$20K +$2.03K +23 +12%
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K
AOWM
772
Alpha Omega Wealth Management
Virginia
$17K
IA
773
IFP Advisors
Florida
$15K -$192K -2,170 -93%
AF
774
Allworth Financial
California
$15K
BFEC
775
Benjamin F. Edwards & Company
Missouri
$15K