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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
$369K +$34.9K +210 +11%
FIM
827
Freedom Investment Management
Connecticut
$367K +$4.65K +28 +1%
SWP
828
Stratos Wealth Partners
Ohio
$367K +$74.8K +450 +27%
CWC
829
Carolinas Wealth Consulting
North Carolina
$367K +$84.1K +506 +32%
JAG
830
Journey Advisory Group
Kentucky
$366K +$350K +2,105 New
DCM
831
Driehaus Capital Management
Illinois
$362K
GL
832
Graypoint LLC
New York
$360K -$29.2K -176 -8%
MWA
833
Meridian Wealth Advisors
Texas
$355K +$498 +3 +0.1%
WCWM
834
Willow Creek Wealth Management
California
$353K
EFA
835
Evernest Financial Advisors
Indiana
$353K +$296K +1,782 New
AWA
836
Aaron Wealth Advisors
Illinois
$351K +$31.1K +187 +10%
S
837
Surevest
California
$350K
CWM
838
Congress Wealth Management
Massachusetts
$350K +$335K +2,015 New
AHB
839
Abner Herrman & Brock
New Jersey
$349K -$5.81K -35 -2%
CIC
840
Chilton Investment Company
Connecticut
$349K
HAIM
841
Hunter Associates Investment Management
Pennsylvania
$348K
D.E. Shaw & Co
842
D.E. Shaw & Co
New York
$348K +$332K +2,000 New
SCI
843
S&CO Inc
Massachusetts
$347K
WP
844
WealthSource Partners
California
$346K -$51.7K -311 -13%
FA
845
Faithward Advisors
Pennsylvania
$346K +$831 +5 +0.3%
DI
846
DFPG Investments
Utah
$346K +$364K +2,190 New
EI
847
Ellevest Inc
New York
$342K +$29.2K +176 +10%
KCM
848
Kathmere Capital Management
Pennsylvania
$341K -$74.6K -449 -19%
APWM
849
Atlas Private Wealth Management
New York
$341K -$1.83K -11 -0.6%
CA
850
Cetera Advisors
Colorado
$340K -$71.9K -433 -18%