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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
876
Ceeto Capital Group
Florida
$669K
Financial Engines Advisors
877
Financial Engines Advisors
California
$667K -$2.76M -12,427 -81%
CM
878
Capula Management
Cayman Islands
$667K +$663K +2,989 New
4WM
879
44 Wealth Management
Oregon
$665K +$661K +2,976 New
DIM
880
Delta Investment Management
California
$663K +$659K +2,970 New
IA
881
IFP Advisors
Florida
$661K -$30.2K -136 -4%
SAI
882
Savvy Advisors Inc
New York
$661K +$400K +1,801 +155%
HCM
883
Howard Capital Management
Georgia
$659K +$655K +2,952 New
DA
884
Drake & Associates
Wisconsin
$658K +$112K +506 +21%
AWA
885
Aaron Wealth Advisors
Illinois
$653K +$41.1K +185 +7%
NAS
886
Nicolet Advisory Services
Wisconsin
$650K +$17.3K +78 +3%
TPI
887
Trust Point Inc
Wisconsin
$649K -$24K -108 -4%
MCM
888
McRae Capital Management
New Jersey
$647K
AWA
889
Archvest Wealth Advisors
California
$646K
FCI
890
Financial Counselors Inc
Kansas
$646K +$83.7K +377 +15%
SG
891
Strid Group
Pennsylvania
$641K -$5.55K -25 -0.9%
MA
892
Mutual Advisors
Nebraska
$641K +$79K +356 +14%
KA
893
Kearns & Associates
California
$638K
SWM
894
Sterling Wealth Management
Illinois
$628K
SPC
895
Spirepoint Private Client
Florida
$628K +$1.11K +5 +0.2%
RCM
896
Requisite Capital Management
Texas
$627K
MWM
897
Meritas Wealth Management
California
$626K +$7.55K +34 +1%
WPW
898
Warther Private Wealth
Ohio
$625K -$44.4K -200 -7%
MA
899
Montag & Associates
Georgia
$625K
AWA
900
Arkadios Wealth Advisors
Georgia
$614K +$25.3K +114 +4%