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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
901
Foundations Investment Advisors
Arizona
$651K -$20.4K -92 -3%
BW
902
Bison Wealth
Georgia
$651K +$193K +869 +40%
SWP
903
Stratos Wealth Partners
Ohio
$649K +$5.77K +26 +0.9%
AWA
904
Aaron Wealth Advisors
Illinois
$648K +$27.5K +124 +4%
CIA
905
Capital Investment Advisors
Georgia
$647K -$17.5K -79 -3%
VC
906
Vicus Capital
Pennsylvania
$646K +$339K +1,529 +101%
SCM
907
SOL Capital Management
Maryland
$644K
NSAM
908
North Star Asset Management
Wisconsin
$644K
EI
909
Ellevest Inc
New York
$643K -$62.6K -282 -9%
AWM
910
AE Wealth Management
Kansas
$639K -$39.9K -180 -6%
TPI
911
Trust Point Inc
Wisconsin
$638K +$21.1K +95 +3%
PP
912
PDS Planning
Ohio
$635K +$88.5K +399 +15%
FCI
913
Financial Counselors Inc
Kansas
$619K +$4.44K +20 +0.7%
MCM
914
McRae Capital Management
New Jersey
$616K
AWA
915
Arkadios Wealth Advisors
Georgia
$611K +$27.1K +122 +4%
SG
916
Strid Group
Pennsylvania
$610K
KA
917
Kearns & Associates
California
$607K
AWA
918
Archvest Wealth Advisors
California
$603K -$12.6K -57 -2%
SWM
919
Sterling Wealth Management
Illinois
$598K
JHP
920
James Hambro & Partners
United Kingdom
$597K +$49.9K +225 +9%
RCM
921
Requisite Capital Management
Texas
$597K
SPC
922
Spirepoint Private Client
Florida
$596K -$1.11K -5 -0.2%
AP
923
Adero Partners
California
$596K +$19.3K +87 +3%
MWM
924
Meritas Wealth Management
California
$596K
CWM
925
Cornerstone Wealth Management
Missouri
$596K +$622K +2,805 New