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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
QWP
851
Quotient Wealth Partners
Texas
$758K +$79.6K +387 +11%
MGIA
852
Matthew Goff Investment Advisor
Texas
$758K
NWAG
853
Net Worth Advisory Group
Utah
$757K -$18.1K -88 -2%
AWA
854
Aaron Wealth Advisors
Illinois
$749K +$102K +498 +15%
ACM
855
Allred Capital Management
Texas
$748K -$6.38K -31 -0.8%
QI
856
Qtron Investments
Massachusetts
$747K -$1.06M -5,164 -58%
PCA
857
Pallas Capital Advisors
Massachusetts
$741K +$266K +1,294 +54%
SRWM
858
Shira Ridge Wealth Management
California
$739K +$617 +3 +0.1%
WAM
859
Weiss Asset Management
Massachusetts
$737K +$752K +3,658 New
MCM
860
Manchester Capital Management
Vermont
$737K -$250K -1,214 -25%
ATS
861
Ashton Thomas Securities
New York
$736K +$13K +63 +2%
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$733K -$33.9K -165 -4%
Empower Advisory Group
863
Empower Advisory Group
Colorado
$733K -$11.9K -58 -2%
ACM
864
Advance Capital Management
Michigan
$733K -$158K -768 -17%
LWAM
865
Legacy Wealth Asset Management
Minnesota
$732K -$346K -1,680 -32%
NAS
866
Nicolet Advisory Services
Wisconsin
$731K +$137K +666 +23%
WBC
867
Westpac Banking Corp
Australia
$728K
AFG
868
Atomi Financial Group
New York
$728K +$84.3K +410 +13%
NB
869
Nicolet Bankshares
Wisconsin
$727K -$22K -107 -3%
CIM
870
Contravisory Investment Management
Massachusetts
$726K -$5.76K -28 -0.8%
TWM
871
Thrive Wealth Management
Pennsylvania
$726K +$78.6K +382 +12%
VIP
872
Vista Investment Partners
Oklahoma
$726K
EFS
873
Essex Financial Services
Connecticut
$720K -$591K -2,874 -45%
DIM
874
Delta Investment Management
California
$706K +$106K +517 +17%
NCM
875
Noesis Capital Mangement
Florida
$705K