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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
LA
951
LVW Advisors
New York
$218K +$1.26K +8 +0.6%
GLA
952
Great Lakes Advisors
Illinois
$216K +$200K +1,269 New
DHFB
953
Dixon Hubard Feinour & Brown
Virginia
$215K
SB
954
Sunflower Bank
Texas
$215K
OWP
955
Obermeyer Wealth Partners
Colorado
$213K
MFW
956
Meristem Family Wealth
Minnesota
$211K -$7.09K -45 -3%
FFA
957
First Foundation Advisors
California
$211K +$196K +1,241 New
CPO
958
Cerity Partners OCIO
New York
$210K -$946 -6 -0.5%
HIA
959
Harbor Investment Advisory
Maryland
$209K -$8.67K -55 -4%
MRWM
960
ML&R Wealth Management
Texas
$208K +$3K +19 +2%
JWCA
961
J.W. Cole Advisors
Florida
$207K -$16.7K -106 -8%
CIA
962
Choate Investment Advisors
Massachusetts
$207K
RPC
963
Rossmore Private Capital
Connecticut
$207K
DWA
964
Douglass Winthrop Advisors
New York
$205K -$23.8K -151 -11%
FIM
965
Fernwood Investment Management
Massachusetts
$205K
NJBEST
966
New Jersey Better Educational Savings Trust
New Jersey
$205K
PIM
967
Perpetual Investment Management
Australia
$205K
PFA
968
Pathway Financial Advisors
Vermont
$205K +$189K +1,200 New
GVAG
969
Great Valley Advisor Group
Delaware
$204K -$41.6K -264 -18%
VC
970
Veracity Capital
Georgia
$204K +$3.31K +21 +2%
DWM
971
Destination Wealth Management
California
$203K -$159K -1,010 -46%
GWANC
972
Guardian Wealth Advisors (North Carolina)
North Carolina
$203K +$188K +1,191 New
APP
973
Avantax Planning Partners
Iowa
$202K
MA
974
Mutual Advisors
Nebraska
$202K +$4.89K +31 +3%
LPIC
975
LeJeune Puetz Investment Counsel
Michigan
$199K