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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
851
Ashton Thomas Private Wealth
Arizona
$459K -$16.1K -84 -3%
PFA
852
Pure Financial Advisors
California
$458K +$461K +2,405 New
ICG
853
InterOcean Capital Group
Tennessee
$456K +$192 +1 +0%
CAC
854
Core Alternative Capital
Georgia
$456K +$387K +2,018 +535%
CCG
855
Cypress Capital Group
Florida
$454K
T
856
TOBAM
France
$453K
MA
857
Mutual Advisors
Nebraska
$452K -$22.8K -119 -5%
PIA
858
Powell Investment Advisors
Florida
$449K
AWA
859
Aaron Wealth Advisors
Illinois
$448K -$27.4K -143 -6%
PPC
860
Park Place Capital
Alabama
$448K -$47K -245 -9%
SPC
861
Sigma Planning Corp
Michigan
$439K +$19.7K +103 +5%
GA
862
Geller Advisors
New York
$439K -$19.9K -104 -4%
FMLI
863
Fukoku Mutual Life Insurance
Japan
$439K -$43.3K -226 -9%
RMCM
864
Reynders McVeigh Capital Management
Massachusetts
$438K -$5.56K -29 -1%
TWA
865
Talisman Wealth Advisors
New Jersey
$435K -$1.34K -7 -0.3%
BONH
866
Bank of New Hampshire
New Hampshire
$430K
NAS
867
Nicolet Advisory Services
Wisconsin
$427K +$131K +681 +44%
DAS
868
Dynamic Advisor Solutions
Arizona
$427K -$2.68K -14 -0.6%
BIP
869
Blueprint Investment Partners
North Carolina
$425K -$12.5K -65 -3%
AC
870
Allstate Corporation
Illinois
$424K
CIA
871
Choate Investment Advisors
Massachusetts
$422K +$81.6K +426 +24%
PP
872
PDS Planning
Ohio
$421K +$10.9K +57 +3%
MPI
873
Mairs & Power Inc
Minnesota
$413K
FA
874
Faithward Advisors
Pennsylvania
$412K -$12.5K -65 -3%
DOA
875
D'Orazio & Associates
Virginia
$411K +$140K +733 +51%