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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
876
Cedar Brook Financial Partners
Ohio
$375K +$1.42K +8 +0.4%
RBC
877
Roble Belko & Company
Pennsylvania
$374K
CWM
878
Cahaba Wealth Management
Georgia
$372K -$46.8K -264 -12%
CIC
879
Chilton Investment Company
Connecticut
$372K -$5.68K -32 -2%
KCM
880
Kanawha Capital Management
Virginia
$371K +$3.02K +17 +0.9%
BCM
881
Brookstone Capital Management
Illinois
$371K +$22.5K +127 +7%
NB
882
NBT Bank
New York
$370K -$103K -583 -23%
ECM
883
EagleClaw Capital Management
Massachusetts
$369K -$17.7K -100 -5%
WCM
884
Wallace Capital Management
Texas
$369K
RMDI
885
R.M. Davis Inc
Maine
$366K -$122K -690 -26%
WCWM
886
Willow Creek Wealth Management
California
$365K +$1.24K +7 +0.4%
TCOT
887
Trust Company of Toledo
Ohio
$364K -$177K -1,000 -34%
TA
888
TFB Advisors
Kansas
$363K +$17.6K +99 +5%
JAG
889
Journey Advisory Group
Kentucky
$361K -$2.66K -15 -0.8%
HI
890
Humankind Investments
New York
$359K +$338K +1,907 New
VCM
891
Virtue Capital Management
Tennessee
$358K -$4.61K -26 -1%
WCA
892
Westover Capital Advisors
Delaware
$357K
APW
893
Acima Private Wealth
Virginia
$354K
AHB
894
Abner Herrman & Brock
New Jersey
$352K +$3.55K +20 +1%
AF
895
Advisornet Financial
Minnesota
$351K -$11.9K -67 -3%
IA
896
IFP Advisors
Florida
$349K -$735K -4,142 -69%
TC
897
TownSquare Capital
Utah
$347K +$327K +1,845 New
SWA
898
SOA Wealth Advisors
New York
$346K -$3.55K -20 -1%
MPPW
899
Mitchell & Pahl Private Wealth
Oklahoma
$342K -$3.73K -21 -1%
PCM
900
Parsons Capital Management
Rhode Island
$340K