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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
776
Mosaic Family Wealth Partners
Missouri
$716K +$718K +4,297 New
MFGM
777
Marshall Financial Group (Maryland)
Maryland
$715K +$9.19K +55 +1%
WWM
778
Western Wealth Management
Colorado
$709K +$4.51K +27 +0.6%
QWM
779
Quadcap Wealth Management
Texas
$707K -$176K -1,052 -20%
FWCM
780
Ferguson Wellman Capital Management
Oregon
$706K -$501 -3 -0.1%
1832 Asset Management
781
1832 Asset Management
Ontario, Canada
$701K -$1.57M -9,396 -69%
DADC
782
D.A. Davidson & Co
Montana
$697K -$300K -1,793 -30%
PCP
783
Proficio Capital Partners
Massachusetts
$695K +$485K +2,902 +229%
CIM
784
Cambria Investment Management
California
$685K +$211K +1,262 +44%
IA
785
Inspire Advisors
Idaho
$675K +$677K +4,052 New
PA
786
Profund Advisors
Maryland
$673K -$22.9K -137 -3%
WWA
787
Wingate Wealth Advisors
Massachusetts
$673K +$2.34K +14 +0.3%
CW
788
CreativeOne Wealth
Kansas
$672K -$61.3K -367 -8%
NWAG
789
Net Worth Advisory Group
Utah
$669K -$16.2K -97 -2%
AFP
790
Ausdal Financial Partners
Iowa
$668K -$1.5K -9 -0.2%
SWA
791
SFMG Wealth Advisors
Texas
$668K +$7.19K +43 +1%
Vanguard National Trust
792
Vanguard National Trust
Pennsylvania
$667K +$3.68K +22 +0.6%
BHWM
793
Bar Harbor Wealth Management
New Hampshire
$667K -$30.8K -184 -4%
KF
794
Krilogy Financial
Missouri
$664K -$519K -3,107 -44%
PL
795
Perpetual Ltd
Australia
$659K +$1.34K +8 +0.2%
CBA
796
Coastal Bridge Advisors
Connecticut
$654K -$3.68K -22 -0.6%
PP
797
PDS Planning
Ohio
$652K -$51.8K -310 -7%
ACM
798
Allred Capital Management
Texas
$651K +$31.6K +189 +5%
BEAM
799
Baker Ellis Asset Management
Washington
$649K
PGWM
800
Parisi Gray Wealth Management
New Jersey
$647K +$167 +1 +0%