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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
776
Mitchell & Pahl Private Wealth
Oklahoma
$229K +$223K +1,960 New
FMWA
777
Forvis Mazars Wealth Advisors
Missouri
$227K +$7.04K +62 +3%
CFA
778
Carroll Financial Associates
North Carolina
$226K +$114 +1 +0.1%
IWM
779
IHT Wealth Management
Illinois
$226K +$4.32K +38 +2%
PLFAM
780
Pineno Levin & Ford Asset Management
Virginia
$225K
AF
781
Advisornet Financial
Minnesota
$225K +$68.3K +601 +45%
MCM
782
Marathon Capital Management
Maryland
$223K
ABC
783
Associated Banc-Corp
Wisconsin
$222K
CFG
784
CKW Financial Group
Hawaii
$222K
OAM
785
Optimal Asset Management
California
$222K
PCM
786
Parsons Capital Management
Rhode Island
$222K
MC
787
Maverick Capital
Texas
$222K +$216K +1,901 New
APW
788
Acima Private Wealth
Virginia
$220K
KCM
789
Kanawha Capital Management
Virginia
$220K +$341 +3 +0.2%
BSW
790
Buckingham Strategic Wealth
Missouri
$219K +$212K +1,870 New
FI
791
FormulaFolio Investments
Michigan
$217K +$210K +1,852 New
RMC
792
Resources Management Corp
Connecticut
$216K
SPC
793
Sigma Planning Corp
Michigan
$216K +$1.25K +11 +0.6%
ZB
794
Zions Bancorporation
Utah
$216K +$173K +1,520 +465%
MCM
795
MAI Capital Management
Ohio
$216K +$210K +1,850 New
MFG
796
Magnus Financial Group
New York
$215K +$209K +1,840 New
AC
797
Abbrea Capital
California
$213K +$1.93K +17 +0.9%
LGWM
798
Litman Gregory Wealth Management
California
$211K
CA
799
Clearstead Advisors
Ohio
$208K +$16K +141 +9%
ALAM
800
Asahi Life Asset Management
Japan
$205K +$199K +1,750 New