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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
776
BerganKDV Wealth Management
Minnesota
$34K
TFO
777
Tarbox Family Office
California
$32K +$2.49K +26 +9%
CAL
778
Capital Advisors Ltd
Ohio
$31K +$29.6K +309 New
MAM
779
Meeder Asset Management
Ohio
$30K +$28.5K +298 New
TF
780
TimeScale Financial
Massachusetts
$30K +$28.7K +300 New
POIA
781
Pin Oak Investment Advisors
Texas
$29K +$27.6K +288 New
CFGS
782
Concourse Financial Group Securities
Alabama
$28K
IBOK
783
Independence Bank of Kentucky
Kentucky
$27K -$2.39K -25 -8%
LWA
784
Lenox Wealth Advisors
New York
$26K +$24.9K +260 New
CAC
785
Certified Advisory Corp
Florida
$22K
EARNEST Partners
786
EARNEST Partners
Georgia
$22K
CYG
787
Clean Yield Group
Vermont
$19K +$18.7K +195 New
AOWM
788
Alpha Omega Wealth Management
Virginia
$18K
JFGIW
789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$2.3K -24 -12%
AF
790
Allworth Financial
California
$16K
HDIM
791
Hanson & Doremus Investment Management
Vermont
$16K
SMG
792
Spectrum Management Group
Indiana
$16K
GWMIA
793
Global Wealth Management Investment Advisory
Florida
$16K +$13K +136 +618%
SIM
794
Sonora Investment Management
Arizona
$15K +$6.99K +73 +92%
SWP
795
Strategic Wealth Partners
Ohio
$15K +$14.4K +150 New
FHA
796
First Horizon Advisors
Tennessee
$14K -$7.08K -74 -35%
MRCM
797
M&R Capital Management
New Jersey
$14K
FANJ
798
Financial Architects (New Jersey)
New Jersey
$13K -$106K -1,103 -89%
AIM
799
Advantage Investment Management
Iowa
$13K -$957 -10 -7%
NC
800
NewSquare Capital
Pennsylvania
$13K