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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
826
Level Four Advisory Services
Texas
$718K +$97K +472 +16%
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$716K +$154K +751 +28%
SWM
828
Spire Wealth Management
Virginia
$715K -$170K -829 -20%
OAM
829
Ostrum Asset Management
France
$715K -$54.4K -265 -7%
BIG
830
Brooklyn Investment Group
New York
$713K
GL
831
Graypoint LLC
New York
$708K -$15.6K -76 -2%
PCM
832
Permanent Capital Management
Illinois
$704K +$661K +3,220 New
Empower Advisory Group
833
Empower Advisory Group
Colorado
$704K +$8.63K +42 +1%
TSS
834
Two Sigma Securities
New York
$702K -$85.7K -417 -11%
AC
835
Abbrea Capital
California
$695K +$8.01K +39 +1%
BBA
836
Baader Bank Aktiengesellschaft
Germany
$694K +$56.5K +275 +9%
CIA
837
Capital Investment Advisors
Georgia
$689K -$250K -1,215 -27%
FFS
838
Founders Financial Securities
Maryland
$689K +$34.5K +168 +5%
NC
839
Napatree Capital
Rhode Island
$689K +$672K +3,269 New
BWM
840
Buckley Wealth Management
Nevada
$688K -$2.05K -10 -0.3%
RB
841
Rodgers Brothers
Pennsylvania
$685K
KBFS
842
Kohmann Bosshard Financial Services
Ohio
$684K
SWP
843
Stratos Wealth Partners
Ohio
$675K +$38.6K +188 +6%
DSC
844
Duncker Streett & Co
Missouri
$674K
BCV
845
Banque Cantonale Vaudoise
Switzerland
$673K -$2.23M -10,870 -77%
WPW
846
Waldron Private Wealth
Pennsylvania
$673K +$17.9K +87 +3%
GM
847
GeoWealth Management
Illinois
$671K +$163K +794 +33%
TWM
848
Thrive Wealth Management
Pennsylvania
$670K +$5.14K +25 +0.8%
WFPG
849
Waller Financial Planning Group
Ohio
$670K +$2.26K +11 +0.3%
CGIM
850
Capital Group Investment Management
Singapore
$669K -$975K -4,746 -60%