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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SPW
826
Signet Private Wealth
Illinois
$650K -$35.4K -197 -5%
ACM
827
Allred Capital Management
Texas
$645K +$9.89K +55 +2%
BWM
828
Buckley Wealth Management
Nevada
$645K +$69.6K +387 +12%
AWM
829
Aries Wealth Management
Maine
$644K -$20.9K -116 -3%
SA
830
Sylvest Advisors
Texas
$639K +$32.4K +180 +5%
PWPS
831
Pinnacle Wealth Planning Services
Ohio
$638K -$9.89K -55 -1%
GWP
832
Gateway Wealth Partners
Wisconsin
$638K +$661K +3,677 New
JSSH
833
J. Safra Sarasin Holding
$633K -$21.6M -120,303 -97%
GS
834
GTS Securities
Florida
$633K -$641K -3,568 -49%
SRWM
835
Shira Ridge Wealth Management
California
$632K
LWAM
836
Legacy Wealth Asset Management
Minnesota
$632K +$18K +100 +3%
Empower Advisory Group
837
Empower Advisory Group
Colorado
$631K -$66.2K -368 -9%
MCM
838
Manchester Capital Management
Vermont
$631K -$11.3K -63 -2%
FRM
839
Fox Run Management
Connecticut
$631K +$649K +3,611 New
VIP
840
Vista Investment Partners
Oklahoma
$624K
LIM
841
Loudon Investment Management
New Hampshire
$624K +$647K +3,600 New
CT
842
Caldwell Trust
Florida
$612K
EIM
843
Essex Investment Management
Massachusetts
$612K -$66.3K -369 -9%
FNT
844
First National Trust
Pennsylvania
$612K -$69K -384 -10%
SOAM
845
SBI Okasan Asset Management
Japan
$612K
QI
846
Qtron Investments
Massachusetts
$611K
PE
847
PCM Encore
Colorado
$608K +$14.7K +82 +2%
NCM
848
Noesis Capital Mangement
Florida
$607K
FSA
849
Fort Sheridan Advisors
Illinois
$606K +$628K +3,491 New
WCP
850
Wick Capital Partners
Pennsylvania
$602K +$251K +1,395 +67%