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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
GA
751
Geller Advisors
New York
$300K +$268 +2 +0.1%
AF
752
Advisornet Financial
Minnesota
$299K
FIM
753
Freedom Investment Management
Connecticut
$298K +$939 +7 +0.3%
FF
754
FourThought Financial
Florida
$296K +$55.6K +415 +25%
WSTAM
755
Wilbanks Smith & Thomas Asset Management
Virginia
$295K -$13.4K -100 -5%
YMRC
756
Yorktown Management & Research Company
Virginia
$294K
FWM
757
FFT Wealth Management
Pennsylvania
$294K +$280K +2,090 New
FHB
758
First Hawaiian Bank
Hawaii
$292K -$80.7K -602 -22%
CWP
759
Curated Wealth Partners
California
$291K +$32.3K +241 +13%
BDF
760
Balasa Dinverno & Foltz
$288K
BOTW
761
Bank of the West
California
$286K -$7.51K -56 -3%
AHB
762
Abner Herrman & Brock
New Jersey
$286K
MWA
763
Meridian Wealth Advisors
Texas
$286K +$273K +2,034 New
SFO
764
Stokes Family Office
Louisiana
$286K +$273K +2,034 New
WCWM
765
Willow Creek Wealth Management
California
$285K
BIM
766
Bridges Investment Management
Nebraska
$282K -$291K -2,169 -52%
AA
767
Advisory Alpha
Michigan
$282K -$76.8K -573 -22%
HAIM
768
Hunter Associates Investment Management
Pennsylvania
$281K
SCI
769
S&CO Inc
Massachusetts
$281K
S
770
Surevest
California
$281K
DBT
771
Dubuque Bank & Trust
Iowa
$281K +$268K +2,000 New
DY
772
Dowling & Yahnke
California
$280K +$267K +1,992 New
CFD
773
Creative Financial Designs
Indiana
$278K -$380K -2,837 -59%
NB
774
Nicolet Bankshares
Wisconsin
$278K
FA
775
Faithward Advisors
Pennsylvania
$278K +$804 +6 +0.3%