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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
AC
851
Allstate Corporation
Illinois
$419K
LJHT
852
Laurie J. Hall Trustee
$415K
SPC
853
Sigma Planning Corp
Michigan
$415K -$46.5K -262 -11%
SHWM
854
Smith & Howard Wealth Management
Georgia
$412K
IWM
855
IHT Wealth Management
Illinois
$410K +$387K +2,181 New
BWM
856
BerganKDV Wealth Management
Minnesota
$409K -$15.3K -86 -4%
MPI
857
Mairs & Power Inc
Minnesota
$409K +$5.68K +32 +1%
FA
858
Faithward Advisors
Pennsylvania
$407K -$62.3K -351 -14%
IC
859
Inscription Capital
Texas
$405K
PP
860
PDS Planning
Ohio
$405K +$42.6K +240 +13%
BONST
861
Bank of Nova Scotia Trust
Ontario, Canada
$404K -$355 -2 -0.1%
AMR
862
Asset Management Resources
Massachusetts
$403K
CWM
863
Congress Wealth Management
Massachusetts
$399K -$1.06K -6 -0.3%
IDBONY
864
Israel Discount Bank of New York
New York
$398K -$92.1K -519 -20%
MSFS
865
Main Street Financial Solutions
Pennsylvania
$387K -$887 -5 -0.2%
TFA
866
Transamerica Financial Advisors
Florida
$387K +$355 +2 +0.1%
CWC
867
Carolinas Wealth Consulting
North Carolina
$386K -$8.16K -46 -2%
CFG
868
CKW Financial Group
Hawaii
$385K +$467K +2,634 +137%
MC
869
Moors & Cabot
Massachusetts
$384K +$1.6K +9 +0.4%
SWM
870
SeaCrest Wealth Management
New York
$384K +$532 +3 +0.1%
WS
871
Wedbush Securities
California
$380K -$19K -107 -5%
CCWM
872
Cassaday & Co Wealth Management
Virginia
$380K -$2.84K -16 -0.8%
MHP
873
Manatuck Hill Partners
Connecticut
$376K +$355K +2,000 New
SPA
874
Sherbrooke Park Advisers
New York
$376K +$355K +2,000 New
SCI
875
S&CO Inc
Massachusetts
$376K