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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
AA
926
Armis Advisers
Georgia
$532K -$276K -1,474 -33%
PTC
927
Private Trust Company
Ohio
$531K -$2.22M -11,853 -81%
KA
928
Kearns & Associates
California
$531K
PFA
929
Pure Financial Advisors
California
$524K +$33.6K +180 +7%
SWM
930
Sterling Wealth Management
Illinois
$523K
AHL
931
Abel Hall LLC
Louisiana
$522K +$525K +2,811 New
TWM
932
Thrive Wealth Management
Pennsylvania
$521K -$148K -791 -22%
SFO
933
Stokes Family Office
Louisiana
$521K +$168K +900 +47%
MWM
934
Meritas Wealth Management
California
$520K
SWA
935
SOA Wealth Advisors
New York
$512K
ACM
936
Advisors Capital Management
New Jersey
$512K +$63.9K +342 +14%
IWM
937
IHT Wealth Management
Illinois
$512K +$83.9K +449 +19%
RF
938
Rossby Financial
Florida
$511K -$324K -1,736 -39%
AFG
939
Atomi Financial Group
New York
$510K -$161K -862 -24%
MM
940
MQS Management
New York
$509K +$267K +1,431 +109%
PGA
941
Portland Global Advisors
Maine
$508K -$79.6K -426 -13%
M
942
MATAURO
New York
$508K -$200K -1,071 -28%
AWA
943
Archvest Wealth Advisors
California
$504K -$23.4K -125 -4%
FBB
944
Fulton Breakefield Broenniman
Maryland
$503K -$1.14M -6,119 -69%
CCA
945
Corps Capital Advisors
Texas
$501K +$505K +2,700 New
VM
946
Venator Management
Pennsylvania
$501K +$505K +2,700 New
WPW
947
Warther Private Wealth
Ohio
$501K +$37.2K +199 +8%
PCH
948
PGIM Custom Harvest
New Jersey
$501K -$5.05K -27 -1%
PCM
949
Penserra Capital Management
California
$500K -$5.98K -32 -1%
PMSA
950
Patrick M. Sweeney & Associates
Illinois
$498K +$43.9K +235 +10%