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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
876
Chilton Investment Company
Connecticut
$795K +$8.39K +37 +1%
PP
877
PDS Planning
Ohio
$794K +$60.8K +268 +9%
RB
878
Rodgers Brothers
Pennsylvania
$793K
KBFS
879
Kohmann Bosshard Financial Services
Ohio
$792K
SIA
880
Schear Investment Advisers
Ohio
$791K +$260K +1,144 +55%
GIA
881
Gateway Investment Advisers
Ohio
$789K +$25.9K +114 +4%
PAM
882
Parvin Asset Management
South Dakota
$788K
AWA
883
Arkadios Wealth Advisors
Georgia
$785K +$77.8K +343 +12%
WFPG
884
Waller Financial Planning Group
Ohio
$784K +$2.72K +12 +0.4%
FFM
885
Forum Financial Management
Illinois
$784K -$7.71K -34 -1%
Empower Advisory Group
886
Empower Advisory Group
Colorado
$784K -$62.4K -275 -8%
MA
887
Mutual Advisors
Nebraska
$782K +$108K +477 +15%
DSC
888
Duncker Streett & Co
Missouri
$781K
DWM
889
Defined Wealth Management
Oregon
$780K +$10.7K +47 +1%
AA
890
Armis Advisers
Georgia
$778K +$783K +3,451 New
OFS
891
OneAscent Financial Services
Alabama
$772K +$220K +970 +44%
SSA
892
Schonfeld Strategic Advisors
New York
$770K -$4.6M -20,281 -87%
FFA
893
Florida Financial Advisors
Florida
$768K +$85.8K +378 +14%
BFA
894
Bill Few Associates
Pennsylvania
$765K -$4.76K -21 -0.7%
EI
895
Ellevest Inc
New York
$752K +$12.5K +55 +2%
CGL
896
Clarius Group LLC
Washington
$751K -$35.4K -156 -5%
LWCFA
897
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$742K
VC
898
Vicus Capital
Pennsylvania
$741K -$454 -2 -0.1%
DWM
899
Dakota Wealth Management
Florida
$740K -$127K -559 -16%
NSAM
900
North Star Asset Management
Wisconsin
$739K