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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1001
V Wealth Advisors
Kansas
$241K -$710 -4 -0.3%
LAM
1002
L2 Asset Management
Massachusetts
$240K +$227K +1,278 New
TCMP
1003
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K +$355 +2 +0.2%
NPA
1004
Nichols & Pratt Advisers
Massachusetts
$240K
AP
1005
Adero Partners
California
$239K
NCM
1006
Northside Capital Management
Oregon
$232K
WFA
1007
WestHill Financial Advisors
California
$232K -$14.7K -83 -6%
MW
1008
Marcum Wealth
Ohio
$231K -$1.95K -11 -0.9%
EHC
1009
Everett Harris & Co
California
$231K
PCM
1010
Pointe Capital Management
Michigan
$229K -$11.9K -67 -5%
DWM
1011
Drive Wealth Management
Utah
$229K +$216K +1,217 New
RPC
1012
Rossmore Private Capital
Connecticut
$228K
NEPPG
1013
New England Professional Planning Group
Rhode Island
$228K
MC
1014
Middleton & Co
Massachusetts
$228K
MLRA
1015
Main Line Retirement Advisors
Montana
$227K +$215K +1,209 New
TSS
1016
Two Sigma Securities
New York
$226K -$10.1K -57 -5%
CCMG
1017
Clark Capital Management Group
Pennsylvania
$226K +$213K +1,201 New
GFL
1018
Granite FO LLC
New Hampshire
$226K -$106K -600 -33%
DWA
1019
Douglass Winthrop Advisors
New York
$226K +$213K +1,200 New
FIM
1020
Fernwood Investment Management
Massachusetts
$226K +$213K +1,200 New
NJBEST
1021
New Jersey Better Educational Savings Trust
New Jersey
$226K +$213K +1,200 New
PFA
1022
Pathway Financial Advisors
Vermont
$226K +$213K +1,200 New
PL
1023
Perpetual Ltd
Australia
$226K +$213K +1,200 New
WANY
1024
Wealthspire Advisors (New York)
New York
$226K +$213K +1,200 New
JSW
1025
Journey Strategic Wealth
New Jersey
$225K -$244K -1,376 -53%