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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
826
Merrion Investment Management
New Jersey
$121K +$117K +1,031 New
EP
827
Eudaimonia Partners
Tennessee
$116K -$2.84K -25 -2%
PMFA
828
Plante Moran Financial Advisors
Michigan
$116K +$2.61K +23 +2%
NIM
829
NuWave Investment Management
New Jersey
$115K -$139K -1,225 -55%
DWA
830
Dougherty Wealth Advisers
Minnesota
$115K
CCM
831
Covington Capital Management
California
$113K
MA
832
MUFG Americas
New York
$113K +$1.7K +15 +2%
BWM
833
BerganKDV Wealth Management
Minnesota
$111K +$36.4K +320 +51%
BFC
834
Bedel Financial Consulting
Indiana
$109K
HCP
835
Hexagon Capital Partners
Arkansas
$105K
GWM
836
Geneos Wealth Management
Colorado
$104K +$91.9K +809 +178%
EI
837
Ellevest Inc
New York
$103K +$1.93K +17 +2%
FP
838
Fiduciary Planning
Florida
$101K +$454 +4 +0.5%
RWA
839
Ropes Wealth Advisors
Massachusetts
$101K +$454 +4 +0.5%
AS
840
Altshuler Shaham
Israel
$98K +$94.8K +834 New
SNT
841
Security National Trust
West Virginia
$96K
KFS
842
Kelly Financial Services
Massachusetts
$95.4K
WB
843
Webster Bank
Connecticut
$93K -$6.02K -53 -6%
PFO
844
Pathstone Family Office
New Jersey
$92K +$89.3K +786 New
VAIA
845
Virtus Alternative Investment Advisers
Connecticut
$90K
CFN
846
Cordasco Financial Network
Florida
$89K
SFSIG
847
San Francisco Sentry Investment Group
California
$88K
VC
848
Vestor Capital
Illinois
$88K
TAIM
849
TD Ameritrade Investment Management
Nebraska
$86K +$454 +4 +0.5%
APWM
850
Atlas Private Wealth Management
New York
$82K +$2.16K +19 +3%