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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SL
901
SWMG LLC
Texas
$614K +$604K +2,719 New
MPWT
902
MassMutual Private Wealth & Trust
Connecticut
$609K -$148K -667 -20%
AP
903
Adero Partners
California
$607K +$13.3K +60 +2%
FFM
904
Forum Financial Management
Illinois
$597K +$888 +4 +0.1%
NICM
905
Neo Ivy Capital Management
New York
$594K +$591K +2,664 New
PPWP
906
Premier Path Wealth Partners
New Jersey
$593K -$444 -2 -0.1%
CAI
907
Capital Advisors Inc
Oklahoma
$592K -$5.99K -27 -1%
FF
908
Fluent Financial
Texas
$591K -$56.4K -254 -9%
GM
909
GeoWealth Management
Illinois
$590K -$120K -540 -17%
AWA
910
Amplius Wealth Advisors
Pennsylvania
$589K -$2.22K -10 -0.4%
PFA
911
Pure Financial Advisors
California
$586K +$6.44K +29 +1%
MSCM
912
McElhenny Sheffield Capital Management
Texas
$584K -$50.6K -228 -8%
BRM
913
Boston Research & Management
Massachusetts
$584K
ATPW
914
Ashton Thomas Private Wealth
Arizona
$583K +$147K +661 +34%
AC
915
Avestar Capital
New York
$582K -$89.5K -403 -13%
ALAM
916
Asahi Life Asset Management
Japan
$580K +$77.7K +350 +16%
PP
917
PDS Planning
Ohio
$577K -$1.78K -8 -0.3%
JHP
918
James Hambro & Partners
United Kingdom
$577K +$22.2K +100 +4%
LCGC
919
Legacy Capital Group California
California
$573K +$3.11K +14 +0.5%
RW
920
REDW Wealth
New Mexico
$566K
PFS
921
Prospera Financial Services
Texas
$563K +$53.5K +241 +11%
TA
922
TFB Advisors
Kansas
$563K -$10.7K -48 -2%
CWM
923
C2C Wealth Management
Arizona
$563K
EHWM
924
Eads & Heald Wealth Management
Georgia
$563K -$2K -9 -0.4%
BCB
925
Brian C. Broderick
$558K