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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
801
Tarbox Family Office
California
$27K +$1.92K +18 +6%
ZB
802
Zions Bancorporation
Utah
$26K -$8.96K -84 -22%
TL
803
TrueWealth LLC
Georgia
$26K -$8.53K -80 -21%
HWM
804
HighMark Wealth Management
Minnesota
$26K +$107 +1 +0.3%
SLF
805
Sun Life Financial
Ontario, Canada
$26K +$746 +7 +2%
TF
806
TimeScale Financial
Massachusetts
$25K -$10.1K -95 -24%
POIA
807
Pin Oak Investment Advisors
Texas
$25K
PMFA
808
Plante Moran Financial Advisors
Michigan
$23K -$36.6K -343 -56%
PWMG
809
Prestige Wealth Management Group
New Jersey
$22K +$27.4K +257 New
IRC
810
Investors Research Corp
Georgia
$20K
APWM
811
Atlas Private Wealth Management
New York
$20K +$17K +159 +212%
CIAS
812
CBIZ Investment Advisory Services
Ohio
$19K
CAC
813
Certified Advisory Corp
Florida
$19K
EARNEST Partners
814
EARNEST Partners
Georgia
$19K
WB
815
West Bancorporation
Iowa
$19K
SL
816
Savior LLC
Massachusetts
$18K -$6.82K -64 -24%
PFGIA
817
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$22.2K +208 New
LWA
818
Lenox Wealth Advisors
New York
$17K -$1.11M -10,419 -98%
CYG
819
Clean Yield Group
Vermont
$17K
FHA
820
First Horizon Advisors
Tennessee
$17K +$7.04K +66 +47%
IA
821
IndexIQ Advisors
New York
$15K +$107 +1 +0.6%
CAN
822
Claraphi Advisory Network
United States
$15K +$18.2K +171 New
Loomis, Sayles & Company
823
Loomis, Sayles & Company
Massachusetts
$14K -$68.8K -645 -80%
AF
824
Allworth Financial
California
$14K
HDIM
825
Hanson & Doremus Investment Management
Vermont
$14K