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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
926
Sage Mountain Advisors
Georgia
$256K +$20.6K +124 +9%
CCG
927
Cypress Capital Group
Florida
$253K -$121K -726 -33%
TTWM
928
TCV Trust & Wealth Management
Virginia
$252K +$3.16K +19 +1%
AAS
929
Avantax Advisory Services
Texas
$250K -$67.6K -407 -22%
CCA
930
Childress Capital Advisors
Texas
$247K +$5.81K +35 +3%
RWM
931
Ritholtz Wealth Management
New York
$247K +$236K +1,422 New
MC
932
Middleton & Co
Massachusetts
$245K
OL
933
Optas LLC
Texas
$245K +$3.16K +19 +1%
MMA
934
Miracle Mile Advisors
California
$245K +$234K +1,410 New
VFA
935
Voya Financial Advisors
Connecticut
$244K -$3.65K -22 -2%
JIC
936
Joel Isaacson & Co
New York
$244K
CWP
937
Capital Wealth Planning
Florida
$243K +$233K +1,400 New
NEPPG
938
New England Professional Planning Group
Rhode Island
$239K
KFC
939
Klingenstein Fields & Co
New York
$238K
WFA
940
WestHill Financial Advisors
California
$237K
NED
941
Nancy E. Dempze
$236K -$5.81K -35 -3%
EFS
942
Essex Financial Services
Connecticut
$236K -$166 -1 -0.1%
JSW
943
Journey Strategic Wealth
New Jersey
$236K +$225K +1,355 New
CPA
944
Court Place Advisors
Maryland
$235K
DWA
945
Douglass Winthrop Advisors
New York
$235K
RHJA
946
Rice Hall James & Associates
California
$235K
AT
947
Arvest Trust
Oklahoma
$235K +$224K +1,350 New
FCBT
948
First Citizens Bank & Trust
North Carolina
$234K +$223K +1,344 New
Fisher Asset Management
949
Fisher Asset Management
Washington
$233K +$222K +1,337 New
JWCA
950
J.W. Cole Advisors
Florida
$230K +$219K +1,321 New