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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
NPF
926
Norris Perne & French
Michigan
$310K
LNB
927
Ledyard National Bank
$310K +$8.16K +46 +3%
MWA
928
Meridian Wealth Advisors
Texas
$307K +$532 +3 +0.2%
MG
929
Mather Group
Illinois
$307K +$290K +1,632 New
BOSSRA
930
B.O.S.S. Retirement Advisors
Utah
$306K +$56.6K +319 +24%
NL
931
NWAM LLC
Washington
$306K -$26.8K -151 -8%
DWM
932
Dechtman Wealth Management
Colorado
$305K +$288K +1,623 New
VFA
933
Voya Financial Advisors
Connecticut
$305K -$3.73K -21 -1%
SSWM
934
Smith Salley Wealth Management
North Carolina
$304K +$42.1K +237 +17%
Fayez Sarofim & Co
935
Fayez Sarofim & Co
Texas
$304K -$1.63M -9,201 -85%
FHA
936
Flagship Harbor Advisors
Massachusetts
$304K +$22.2K +125 +8%
AFP
937
Alpha Financial Partners
Kentucky
$303K -$6.21K -35 -2%
MSFP
938
Mark Sheptoff Financial Planning
Connecticut
$303K
PHAM
939
Palisades Hudson Asset Management
Florida
$302K
KIG
940
Kessler Investment Group
Indiana
$301K -$355 -2 -0.1%
AR
941
Advisory Research
Illinois
$300K +$283K +1,596 New
TTWM
942
TCV Trust & Wealth Management
Virginia
$298K -$37.1K -209 -12%
EL
943
EWA LLC
Pennsylvania
$298K +$14.7K +83 +6%
CM
944
Capital Management
Virginia
$297K
CAM
945
Carret Asset Management
New York
$297K
B
946
Bailard
California
$297K -$5.15K -29 -2%
MPWT
947
MassMutual Private Wealth & Trust
Connecticut
$296K +$28.2K +159 +11%
AP
948
Appleton Partners
Massachusetts
$295K -$532 -3 -0.2%
CA
949
Continuum Advisory
Idaho
$292K +$6.74K +38 +3%
BSC
950
Brown Shipley & Co
United Kingdom
$291K +$46.8K +264 +21%