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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
826
Connecticut Wealth Management
Connecticut
$769K -$44.9K -240 -5%
AFP
827
Ausdal Financial Partners
Iowa
$766K -$89.3K -478 -10%
GIC
828
Generali Investments CEE
Czech Republic
$766K
CPIG
829
Chicago Partners Investment Group
Illinois
$762K +$404K +2,162 +108%
MFGM
830
Marshall Financial Group (Maryland)
Maryland
$760K -$25.6K -137 -3%
MAM
831
MMA Asset Management
Pennsylvania
$757K +$13.1K +70 +2%
LFAS
832
Level Four Advisory Services
Texas
$755K +$53.6K +287 +8%
FC
833
Farringdon Capital
United Kingdom
$755K +$761K +4,070 New
AF
834
Alerus Financial
North Dakota
$752K -$2.12M -11,334 -74%
WWA
835
Wingate Wealth Advisors
Massachusetts
$750K
AWA
836
Aaron Wealth Advisors
Illinois
$750K +$60.2K +322 +9%
Empower Advisory Group
837
Empower Advisory Group
Colorado
$744K +$69K +369 +10%
HCM
838
Howard Capital Management
Georgia
$740K +$36.6K +196 +5%
T
839
TOBAM
France
$740K +$743K +3,977 +33,142%
SWA
840
SFMG Wealth Advisors
Texas
$739K +$5.98K +32 +0.8%
SPW
841
Signet Private Wealth
Illinois
$732K +$737K +3,945 New
MA
842
Mutual Advisors
Nebraska
$732K -$89.9K -481 -11%
JHP
843
James Hambro & Partners
United Kingdom
$729K -$4.67K -25 -0.6%
FNT
844
First National Trust
Pennsylvania
$726K -$149K -799 -17%
KWA
845
Kondo Wealth Advisors
California
$724K -$5.42K -29 -0.7%
EIM
846
Essex Investment Management
Massachusetts
$723K -$6.36K -34 -0.9%
PP
847
PDS Planning
Ohio
$723K -$51.2K -274 -7%
PGWM
848
Parisi Gray Wealth Management
New Jersey
$720K
NAS
849
Nicolet Advisory Services
Wisconsin
$718K +$52.5K +281 +8%
CBA
850
Coastal Bridge Advisors
Connecticut
$715K -$16.1K -86 -2%