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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
776
Empower Advisory Group
Colorado
$625K +$37K +193 +6%
AC
777
Abbrea Capital
California
$620K +$383 +2 +0.1%
RB
778
Rodgers Brothers
Pennsylvania
$618K
KBFS
779
Kohmann Bosshard Financial Services
Ohio
$617K
WPW
780
Waldron Private Wealth
Pennsylvania
$616K +$37.4K +195 +6%
ANTB
781
AMG National Trust Bank
Colorado
$610K -$2.88K -15 -0.5%
BRWA
782
B. Riley Wealth Advisors
Florida
$609K +$82K +428 +15%
DSC
783
Duncker Streett & Co
Missouri
$609K
IWC
784
Integrated Wealth Concepts
Massachusetts
$607K +$4.03K +21 +0.7%
LIM
785
Leavell Investment Management
Alabama
$601K +$1.53K +8 +0.3%
BFA
786
Bill Few Associates
Pennsylvania
$599K
WFPG
787
Waller Financial Planning Group
Ohio
$599K +$2.3K +12 +0.4%
SGI
788
Summit Global Investments
Utah
$595K -$36K -188 -6%
DWM
789
Defined Wealth Management
Oregon
$592K +$3.07K +16 +0.5%
RWP
790
RWA Wealth Partners
Massachusetts
$590K +$4.22K +22 +0.7%
SB
791
Strategic Blueprint
Georgia
$588K +$1.34K +7 +0.2%
LFAS
792
Level Four Advisory Services
Texas
$585K +$7.28K +38 +1%
BBA
793
Baader Bank Aktiengesellschaft
Germany
$585K +$589K +3,073 New
DFG
794
Delta Financial Group
New Jersey
$583K +$587K +3,062 New
GWS
795
Glassman Wealth Services
Virginia
$578K +$100K +523 +21%
9WM
796
9258 Wealth Management
Ohio
$578K
NSAM
797
North Star Asset Management
Wisconsin
$574K
AWA
798
Archvest Wealth Advisors
California
$568K -$60.4K -315 -10%
CIC
799
Chilton Investment Company
Connecticut
$565K +$190K +993 +50%
MA
800
Montag & Associates
Georgia
$557K