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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
951
First Citizens Bank & Trust
North Carolina
$218K +$234K +1,459 New
HCM
952
HMS Capital Management
Tennessee
$217K -$14.8K -92 -6%
PWMG
953
Prestige Wealth Management Group
New Jersey
$215K +$28.9K +180 +14%
PP
954
PFS Partners
New Jersey
$214K
MPI
955
Mairs & Power Inc
Minnesota
$214K
Group One Trading
956
Group One Trading
Illinois
$213K +$229K +1,429 New
SPWM
957
Spartan Planning & Wealth Management
North Carolina
$212K -$280K -1,746 -55%
JIC
958
Joel Isaacson & Co
New York
$211K -$2.25K -14 -1%
SSWM
959
Smith Salley Wealth Management
North Carolina
$211K +$1.76K +11 +0.8%
GT
960
Glenview Trust
Kentucky
$211K +$5.46K +34 +2%
YIA
961
YHB Investment Advisors
Connecticut
$210K -$10.8K -67 -5%
HFG
962
Heron Financial Group
New York
$210K -$5.62K -35 -2%
CT
963
Columbia Trust
Oregon
$210K -$2.41K -15 -1%
BEI
964
Benjamin Edwards Inc
Missouri
$209K +$17.2K +107 +8%
CWP
965
Capital Wealth Planning
Florida
$209K +$225K +1,400 New
RIM
966
Redwood Investment Management
Arizona
$208K +$224K +1,396 New
HWMA
967
Heritage Wealth Management (Arizona)
Arizona
$206K
EW
968
Evoke Wealth
California
$206K +$189K +1,175 +576%
KFC
969
Klingenstein Fields & Co
New York
$205K
CCA
970
Childress Capital Advisors
Texas
$204K -$25.2K -157 -10%
SCP
971
Sender Company & Partners
New York
$203K +$218K +1,360 New
CPA
972
Court Place Advisors
Maryland
$202K
NED
973
Nancy E. Dempze
$202K
RHJA
974
Rice Hall James & Associates
California
$202K
CWP
975
Curated Wealth Partners
California
$201K