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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
776
Leavell Investment Management
Alabama
$592K
WFPG
777
Waller Financial Planning Group
Ohio
$589K +$1.77K +10 +0.3%
SFS
778
Stiles Financial Services
Minnesota
$584K -$72.6K -409 -12%
DWM
779
Defined Wealth Management
Oregon
$582K +$355 +2 +0.1%
SWP
780
Stratos Wealth Partners
Ohio
$582K +$184K +1,038 +51%
Empower Advisory Group
781
Empower Advisory Group
Colorado
$582K -$2.84K -16 -0.5%
SB
782
Strategic Blueprint
Georgia
$580K +$12.8K +72 +2%
RWP
783
RWA Wealth Partners
Massachusetts
$579K +$546K +3,079 New
OCG
784
Opus Capital Group
Ohio
$578K -$3.02K -17 -0.5%
CAM
785
Chesapeake Asset Management
New York
$573K +$16.9K +95 +3%
WPW
786
Waldron Private Wealth
Pennsylvania
$572K +$31.1K +175 +6%
9WM
787
9258 Wealth Management
Ohio
$571K
LFAS
788
Level Four Advisory Services
Texas
$571K -$24.7K -139 -4%
NSAM
789
North Star Asset Management
Wisconsin
$567K
VSQM
790
V-Square Quantitative Management
Illinois
$559K -$26.8K -151 -5%
MA
791
Montag & Associates
Georgia
$551K
EHWM
792
Eads & Heald Wealth Management
Georgia
$545K -$49.7K -280 -9%
JHP
793
James Hambro & Partners
United Kingdom
$542K -$288K -1,625 -36%
LWAM
794
Legacy Wealth Asset Management
Minnesota
$539K +$532 +3 +0.1%
SG
795
Strid Group
Pennsylvania
$539K
KA
796
Kearns & Associates
California
$538K
SWA
797
Stratos Wealth Advisors
Ohio
$533K -$2.66K -15 -0.5%
LSA
798
Leonteq Securities AG
Switzerland
$527K -$80.6K -454 -14%
XSC
799
X-Square Capital
Puerto Rico
$524K
MC
800
Maverick Capital
Texas
$524K -$71K -400 -13%