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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
926
Howard Capital Management
Georgia
$672K -$78.3K -345 -11%
AT
927
Avalon Trust
New Mexico
$662K
CCA
928
Coign Capital Advisors
Utah
$662K -$4.76K -21 -0.8%
WPW
929
Warther Private Wealth
Ohio
$659K -$9.07K -40 -1%
PPWP
930
Premier Path Wealth Partners
New Jersey
$650K +$1.13K +5 +0.2%
SSWM
931
Smith Salley Wealth Management
North Carolina
$646K +$122K +538 +25%
AWA
932
Amplius Wealth Advisors
Pennsylvania
$645K +$1.13K +5 +0.2%
CAI
933
Capital Advisors Inc
Oklahoma
$645K -$2.72K -12 -0.5%
4WM
934
44 Wealth Management
Oregon
$642K -$26.5K -117 -4%
BRM
935
Boston Research & Management
Massachusetts
$639K
OIAM
936
OFI Invest Asset Management
France
$639K +$53.5K +236 +9%
PA
937
Procyon Advisors
Connecticut
$631K +$14.7K +65 +3%
TA
938
TFB Advisors
Kansas
$631K +$2.27K +10 +0.4%
CWM
939
C2C Wealth Management
Arizona
$630K
DFG
940
Delta Financial Group
New Jersey
$625K -$9.53K -42 -2%
WKWM
941
Walter & Keenan Wealth Management
Indiana
$620K +$26.5K +117 +5%
TCM
942
Tuttle Capital Management
Connecticut
$617K +$164K +724 +40%
IA
943
IFC Advisors
California
$614K +$571K +2,518 New
Wolverine Trading
944
Wolverine Trading
Illinois
$614K +$575K +2,533 New
BCB
945
Brian C. Broderick
$610K
MA
946
Montag & Associates
Georgia
$604K -$73.7K -325 -12%
LGF
947
LGT Group Foundation
Liechtenstein
$603K -$203K -893 -27%
EHWM
948
Eads & Heald Wealth Management
Georgia
$600K +$7.94K +35 +1%
SWAG
949
Spectrum Wealth Advisory Group
California
$600K
FWM
950
Foguth Wealth Management
Michigan
$599K +$557K +2,454 New