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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
GC
951
Gilbert & Cook
Iowa
$351K -$51K -264 -12%
MG
952
Mather Group
Illinois
$351K +$14.5K +75 +4%
BB
953
Busey Bank
Illinois
$349K +$356K +1,844 New
WCA
954
Westover Capital Advisors
Delaware
$349K +$10.2K +53 +3%
GI
955
GAMMA Investing
California
$347K +$346K +1,791 New
SWA
956
SOA Wealth Advisors
New York
$347K +$386 +2 +0.1%
OL
957
Optas LLC
Texas
$346K +$9.86K +51 +3%
MWM
958
Modera Wealth Management
New Jersey
$345K +$7.73K +40 +2%
CWM
959
Cahaba Wealth Management
Georgia
$343K -$32.8K -170 -9%
PWMG
960
Provence Wealth Management Group
California
$343K +$43.5K +225 +14%
MPWT
961
MassMutual Private Wealth & Trust
Connecticut
$343K +$10.8K +56 +3%
HCPC
962
Hamilton Capital Partners (Canada)
$341K
LGWM
963
Litman Gregory Wealth Management
California
$341K
CSWM
964
Cassady Schiller Wealth Management
Ohio
$341K
MIS
965
Morningstar Investment Services
Illinois
$338K +$346K +1,792 New
NHT
966
New Hampshire Trust
New Hampshire
$337K
AF
967
Advisornet Financial
Minnesota
$336K +$3.29K +17 +1%
EFA
968
Evernest Financial Advisors
Indiana
$336K +$342K +1,771 New
NPF
969
Norris Perne & French
Michigan
$333K +$20.5K +106 +6%
MPPW
970
Mitchell & Pahl Private Wealth
Oklahoma
$332K -$4.25K -22 -1%
PIM
971
Plato Investment Management
Australia
$330K +$337K +1,743 New
EL
972
EWA LLC
Pennsylvania
$327K -$6.57K -34 -2%
CCP
973
Clarkston Capital Partners
Michigan
$327K
AG
974
AlTi Global
New York
$327K +$333K +1,724 New
PPC
975
Park Place Capital
Alabama
$326K -$122K -632 -27%