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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
851
FourThought Financial
Florida
$256K -$62.9K -416 -20%
KC
852
Kinloch Capital
Virginia
$253K – – –
TCMP
853
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K – – –
SWP
854
Stratos Wealth Partners
Ohio
$252K +$16.9K +112 +7%
WMA
855
Wealth Management Associates
New Jersey
$250K – – –
TSS
856
Two Sigma Securities
New York
$250K +$249K +1,648 New
FA
857
Fermata Advisors
California
$248K -$16.5K -109 -6%
SPC
858
Sigma Planning Corp
Michigan
$248K +$6.2K +41 +3%
BIM
859
Bridges Investment Management
Nebraska
$247K -$56.9K -376 -19%
CWC
860
Carolinas Wealth Consulting
North Carolina
$243K -$129K -852 -35%
CCMG
861
Clark Capital Management Group
Pennsylvania
$243K +$5.6K +37 +2%
MSFP
862
Mark Sheptoff Financial Planning
Connecticut
$242K – – –
NEPPG
863
New England Professional Planning Group
Rhode Island
$242K – – –
CM
864
Capital Management
Virginia
$242K +$2.57K +17 +1%
Q
865
QVR
California
$242K +$242K +1,601 New
CAM
866
Carret Asset Management
New York
$239K -$3.02K -20 -1%
YIA
867
YHB Investment Advisors
Connecticut
$239K -$302 -2 -0.1%
DI
868
Diligent Investors
California
$239K – – –
PHAM
869
Palisades Hudson Asset Management
Florida
$239K – – –
HI
870
Harbour Investments
Wisconsin
$238K +$35.2K +233 +17%
GA
871
Gateway Advisory
New Jersey
$238K +$238K +1,572 New
LSA
872
Lion Street Advisors
Texas
$238K +$238K +1,572 New
MCM
873
Manchester Capital Management
Vermont
$236K -$1.66K -11 -0.7%
AP
874
Appleton Partners
Massachusetts
$235K -$38.4K -254 -14%
B
875
Bailard
California
$235K – – –
33 34
35
36 37