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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
EI
851
Ellevest Inc
New York
$669K -$91.8K -447 -12%
BFA
852
Bill Few Associates
Pennsylvania
$669K +$4.72K +23 +0.7%
MM
853
MQS Management
New York
$662K +$646K +3,143 New
DWM
854
Defined Wealth Management
Oregon
$660K +$3.29K +16 +0.5%
IA
855
IFP Advisors
Florida
$653K +$173K +840 +37%
SCTC
856
Sanibel Captiva Trust Company
Florida
$649K +$3.49K +17 +0.6%
NSAM
857
North Star Asset Management
Wisconsin
$638K
SCM
858
SOL Capital Management
Maryland
$638K +$120K +585 +24%
TPI
859
Trust Point Inc
Wisconsin
$636K -$185K -899 -23%
AC
860
Avestar Capital
New York
$635K +$34.3K +167 +6%
WPW
861
Warther Private Wealth
Ohio
$632K -$240K -1,169 -28%
CCG
862
Ceeto Capital Group
Florida
$632K
PCP
863
Proficio Capital Partners
Massachusetts
$631K +$14.8K +72 +2%
9WM
864
9258 Wealth Management
Ohio
$626K +$616 +3 +0.1%
XSC
865
X-Square Capital
Puerto Rico
$623K +$10.5K +51 +2%
JFG
866
Jefferies Financial Group
New York
$621K -$356K -1,731 -37%
CIC
867
Chilton Investment Company
Connecticut
$614K -$24.7K -120 -4%
NAS
868
Nicolet Advisory Services
Wisconsin
$613K +$142K +689 +32%
FF
869
Fluent Financial
Texas
$612K +$41.5K +202 +7%
MCM
870
McRae Capital Management
New Jersey
$611K +$40.3K +196 +7%
SG
871
Strid Group
Pennsylvania
$611K +$5.14K +25 +0.9%
AWA
872
Archvest Wealth Advisors
California
$609K -$18.5K -90 -3%
AWM
873
AE Wealth Management
Kansas
$604K +$55.9K +272 +10%
FIA
874
Foundations Investment Advisors
Arizona
$603K +$12.7K +62 +2%
KA
875
Kearns & Associates
California
$603K