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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
AW
826
Alpha Windward
Massachusetts
$43K -$104 -1 -0.3%
TL
827
TrueWealth LLC
Georgia
$43K
VCM
828
Versant Capital Management
Arizona
$41K -$5.43K -52 -12%
SC
829
Solstein Capital
California
$41K +$38.4K +368 New
SCM
830
Silvant Capital Management
Georgia
$40K
CFB
831
Cullen/Frost Bankers
Texas
$39K
BWM
832
BerganKDV Wealth Management
Minnesota
$39K +$1.36K +13 +4%
GI
833
Gradient Investments
Minnesota
$38K
EI
834
Ellevest Inc
New York
$37K +$34.5K +330 +8,250%
CH
835
Canton Hathaway
Rhode Island
$36K
GG
836
Gleason Group
Kentucky
$36K +$33.4K +320 New
TI
837
tru Independence
Oregon
$35K +$42.9K +411 New
SLF
838
Sun Life Financial
Ontario, Canada
$33K -$12.2K -117 -28%
TFO
839
Tarbox Family Office
California
$33K -$2.72K -26 -8%
FAM
840
Fred Alger Management
New York
$33K +$31K +297 New
HWM
841
HighMark Wealth Management
Minnesota
$33K +$31.3K +300 New
POIA
842
Pin Oak Investment Advisors
Texas
$32K
NIM
843
NuWave Investment Management
New Jersey
$31K -$744K -7,127 -96%
SL
844
Savior LLC
Massachusetts
$30K +$28.2K +270 New
IBOK
845
Independence Bank of Kentucky
Kentucky
$28K -$2.61K -25 -9%
GDP
846
Great Diamond Partners
Maine
$28K +$26.6K +255 New
CFGS
847
Concourse Financial Group Securities
Alabama
$27K
AIC
848
Ameritas Investment Company
Nebraska
$27K +$2.92K +28 +13%
PFO
849
Pathstone Family Office
New Jersey
$26.9K +$25.3K +242 New
CAC
850
Certified Advisory Corp
Florida
$25K