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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
NBT
801
Northwest Bank & Trust
Iowa
$948K +$8.87K +40 +1%
KRSITF
802
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$940K +$1.08M +4,874 +33%
WBC
803
Westpac Banking Corp
Australia
$930K +$82.8K +373 +9%
JSW
804
Journey Strategic Wealth
New Jersey
$929K +$3.55K +16 +0.4%
KWA
805
Kondo Wealth Advisors
California
$923K +$964K +4,345 New
ACM
806
Advance Capital Management
Michigan
$911K -$1.55K -7 -0.2%
Jones Financial Companies
807
Jones Financial Companies
Missouri
$909K +$534K +2,407 +129%
EIM
808
Essex Investment Management
Massachusetts
$906K
WWM
809
Western Wealth Management
Colorado
$906K +$49K +221 +5%
NP
810
Nilsine Partners
Colorado
$903K +$3.33K +15 +0.4%
FFA
811
Farther Finance Advisors
California
$878K -$2.22K -10 -0.2%
GAG
812
GM Advisory Group
New York
$864K -$28K -126 -3%
AUB
813
Atlantic Union Bankshares
Virginia
$856K
WWA
814
Wingate Wealth Advisors
Massachusetts
$854K +$892K +4,022 New
BIG
815
Brooklyn Investment Group
New York
$853K +$29.3K +132 +3%
AF
816
Allworth Financial
California
$847K -$25.5K -115 -3%
ACM
817
Allred Capital Management
Texas
$846K -$46.6K -210 -5%
SWA
818
SFMG Wealth Advisors
Texas
$843K +$887 +4 +0.1%
SIA
819
Schechter Investment Advisors
Michigan
$842K -$122K -548 -12%
BRWA
820
B. Riley Wealth Advisors
Florida
$841K -$104K -471 -11%
SCTC
821
Sanibel Captiva Trust Company
Florida
$840K +$170K +767 +24%
SB
822
Strategic Blueprint
Georgia
$834K +$2.22K +10 +0.3%
ML
823
McAdam LLC
Pennsylvania
$829K +$28.2K +127 +3%
TPA
824
Trivium Point Advisory
Connecticut
$822K -$18K -81 -2%
WP
825
Woodline Partners
California
$821K +$857K +3,864 New