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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
751
Leonteq Securities AG
Switzerland
$542K -$94.1K -565 -15%
RB
752
Rodgers Brothers
Pennsylvania
$541K
KBFS
753
Kohmann Bosshard Financial Services
Ohio
$540K
BWM
754
Buckley Wealth Management
Nevada
$538K +$68.3K +410 +15%
4WM
755
44 Wealth Management
Oregon
$538K -$3.33K -20 -0.6%
QCM
756
Qsemble Capital Management
New York
$533K -$583K -3,500 -52%
DSC
757
Duncker Streett & Co
Missouri
$533K
MC
758
Maverick Capital
Texas
$530K +$530K +3,184 New
EHWM
759
Eads & Heald Wealth Management
Georgia
$530K
LFAS
760
Level Four Advisory Services
Texas
$529K +$529K +3,175 New
GL
761
Graypoint LLC
New York
$528K +$48.6K +292 +10%
LIM
762
Leavell Investment Management
Alabama
$525K
BFA
763
Bill Few Associates
Pennsylvania
$525K
TWM
764
Thrive Wealth Management
Pennsylvania
$524K +$36.1K +217 +7%
Empower Advisory Group
765
Empower Advisory Group
Colorado
$524K +$518K +3,109 New
WFPG
766
Waller Financial Planning Group
Ohio
$520K +$1.83K +11 +0.4%
VSQM
767
V-Square Quantitative Management
Illinois
$520K +$520K +3,121 New
Wealth Enhancement Advisory Services
768
Wealth Enhancement Advisory Services
Minnesota
$519K -$6.21M -37,295 -92%
NP
769
NorthRock Partners
Minnesota
$517K +$1K +6 +0.2%
DWM
770
Defined Wealth Management
Oregon
$515K
SCM
771
Shelton Capital Management
Colorado
$515K -$10.8K -65 -2%
OCG
772
Opus Capital Group
Ohio
$515K -$4.67K -28 -0.9%
NWMG
773
National Wealth Management Group
Ohio
$513K +$472K +2,831 New
SRWM
774
Shira Ridge Wealth Management
California
$507K
9WM
775
9258 Wealth Management
Ohio
$506K -$2.17K -13 -0.4%