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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
801
Corps Capital Advisors
Texas
$702K +$242K +1,345 +50%
WWA
802
Wingate Wealth Advisors
Massachusetts
$698K -$3.24K -18 -0.4%
AFP
803
Ausdal Financial Partners
Iowa
$697K -$19.8K -110 -3%
SIA
804
Soltis Investment Advisors
Utah
$696K +$266K +1,481 +59%
T
805
TOBAM
France
$692K +$539 +3 +0.1%
SFS
806
Sowell Financial Services
Arkansas
$691K +$32.2K +179 +5%
Vanguard National Trust
807
Vanguard National Trust
Pennsylvania
$691K +$716K +3,982 New
SWA
808
SFMG Wealth Advisors
Texas
$687K -$3.6K -20 -0.5%
CBA
809
Coastal Bridge Advisors
Connecticut
$685K +$17.1K +95 +2%
PL
810
Perpetual Ltd
Australia
$684K +$507K +2,822 +252%
JTWM
811
Jackson Thornton Wealth Management
Alabama
$681K +$380K +2,112 +109%
EC
812
EntryPoint Capital
New York
$680K -$386K -2,147 -35%
BEAM
813
Baker Ellis Asset Management
Washington
$676K -$73.7K -410 -10%
KWA
814
Kondo Wealth Advisors
California
$676K -$1.08K -6 -0.2%
SLI
815
Sumitomo Life Insurance
Japan
$675K -$777K -4,321 -53%
PGWM
816
Parisi Gray Wealth Management
New Jersey
$673K
JHP
817
James Hambro & Partners
United Kingdom
$669K -$12.9K -72 -2%
MT
818
Midwest Trust
Kansas
$664K -$60.2K -335 -8%
Verition Fund Management
819
Verition Fund Management
Connecticut
$663K -$5.93M -32,963 -90%
SGI
820
Summit Global Investments
Utah
$661K +$1.8K +10 +0.3%
ST
821
Sageworth Trust
Pennsylvania
$656K +$680K +3,782 New
GAM
822
Groupama Asset Management
France
$653K +$275K +1,530 +68%
MWM
823
Maridea Wealth Management
New York
$652K +$338K +1,882 +100%
MWM
824
MOKAN Wealth Management
Kansas
$651K +$675K +3,752 New
MGIA
825
Matthew Goff Investment Advisor
Texas
$650K