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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
951
Cedar Brook Financial Partners
Ohio
$312K -$68.2K -356 -18%
LNB
952
Ledyard National Bank
$311K -$2.3K -12 -0.7%
MWA
953
Meridian Wealth Advisors
Texas
$311K +$192 +1 +0.1%
DWM
954
Dechtman Wealth Management
Colorado
$309K +$383 +2 +0.1%
Fayez Sarofim & Co
955
Fayez Sarofim & Co
Texas
$307K
IP
956
Investment Partners
Ohio
$307K +$309K +1,612 New
PMFA
957
Plante Moran Financial Advisors
Michigan
$307K -$10.2K -53 -3%
SSWM
958
Smith Salley Wealth Management
North Carolina
$306K -$767 -4 -0.2%
MSFP
959
Mark Sheptoff Financial Planning
Connecticut
$306K
VCP
960
Verus Capital Partners
Arizona
$305K +$34.7K +181 +13%
PHAM
961
Palisades Hudson Asset Management
Florida
$305K
FHA
962
Flagship Harbor Advisors
Massachusetts
$305K -$2.49K -13 -0.8%
BOSSRA
963
B.O.S.S. Retirement Advisors
Utah
$304K -$5.75K -30 -2%
CT
964
Colonial Trust
South Carolina
$303K +$11.3K +59 +4%
LSA
965
Lion Street Advisors
Texas
$302K +$767 +4 +0.3%
TTWM
966
TCV Trust & Wealth Management
Virginia
$302K
PWMG
967
Provence Wealth Management Group
California
$301K +$52.7K +275 +21%
AFP
968
Alpha Financial Partners
Kentucky
$301K -$5.94K -31 -2%
CM
969
Capital Management
Virginia
$301K
CAM
970
Carret Asset Management
New York
$301K
KIG
971
Kessler Investment Group
Indiana
$299K -$5.94K -31 -2%
GA
972
Gateway Advisory
New Jersey
$299K +$301K +1,572 New
AR
973
Advisory Research
Illinois
$299K -$4.79K -25 -2%
AP
974
Appleton Partners
Massachusetts
$298K
AWA
975
Arete Wealth Advisors
Illinois
$297K +$13.6K +71 +5%