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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
776
Gateway Investment Advisers
Ohio
$772K -$182K -1,014 -19%
LFAS
777
Level Four Advisory Services
Texas
$767K +$63.5K +353 +9%
CFP
778
Cascade Financial Partners
California
$767K -$9.53K -53 -1%
NSB
779
Norway Savings Bank
Maine
$766K -$244K -1,357 -24%
TPI
780
Trust Point Inc
Wisconsin
$766K +$372K +2,068 +88%
CW
781
CreativeOne Wealth
Kansas
$763K -$719 -4 -0.1%
SL
782
Sentinus LLC
Illinois
$762K +$520K +2,894 +193%
Kovitz Investment Group Partners
783
Kovitz Investment Group Partners
Illinois
$762K -$33.3K -185 -4%
GIC
784
Generali Investments CEE
Czech Republic
$760K +$46K +256 +6%
IAA
785
Independent Advisor Alliance
North Carolina
$742K +$84.3K +469 +12%
FWCM
786
Ferguson Wellman Capital Management
Oregon
$735K -$20K -111 -3%
MFGM
787
Marshall Financial Group (Maryland)
Maryland
$735K +$25.5K +142 +3%
PP
788
PDS Planning
Ohio
$733K +$58.8K +327 +8%
WWM
789
Western Wealth Management
Colorado
$733K -$12.8K -71 -2%
ET
790
Entropy Technologies
New York
$731K -$13.5M -75,074 -95%
AFG
791
Atomi Financial Group
New York
$730K +$263K +1,462 +53%
BHWM
792
Bar Harbor Wealth Management
New Hampshire
$726K -$62.4K -347 -8%
PA
793
Profund Advisors
Maryland
$724K -$166K -921 -18%
IAN
794
Integrated Advisors Network
Texas
$724K -$34.3K -191 -4%
NWAG
795
Net Worth Advisory Group
Utah
$713K -$14.9K -83 -2%
GFP
796
Gryphon Financial Partners
Ohio
$712K +$81.3K +452 +12%
MA
797
Mutual Advisors
Nebraska
$707K +$23.7K +132 +3%
TTIC
798
Tower Trust & Investment Company
Iowa
$704K -$19.2K -107 -3%
PA
799
Persium Advisors
Georgia
$702K +$62.9K +350 +9%
GAG
800
GM Advisory Group
New York
$702K -$17.8K -99 -2%