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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1001
Flagship Harbor Advisors
Massachusetts
$303K
IAS
1002
Insigneo Advisory Services
Florida
$303K +$80.4K +416 +35%
LAM
1003
L2 Asset Management
Massachusetts
$302K +$280K +1,448 +1,006%
TTWM
1004
TCV Trust & Wealth Management
Virginia
$300K
AWA
1005
Arete Wealth Advisors
Illinois
$300K +$4.83K +25 +2%
AFG
1006
Atomi Financial Group
New York
$300K +$306K +1,582 New
CM
1007
Capital Management
Virginia
$299K
CAM
1008
Carret Asset Management
New York
$299K
SWP
1009
Strategic Wealth Partners
Ohio
$298K +$11.8K +61 +4%
B
1010
Bailard
California
$295K
NFG
1011
Nations Financial Group
Iowa
$293K +$66.9K +346 +29%
MFA
1012
Mayflower Financial Advisors
Massachusetts
$292K +$298K +1,541 New
KIG
1013
Kessler Investment Group
Indiana
$292K -$5.99K -31 -2%
DA
1014
Detalus Advisors
Missouri
$292K
HWA
1015
HCR Wealth Advisors
California
$292K +$298K +1,541 New
MIM
1016
Merrion Investment Management
New Jersey
$290K
GM
1017
GeoWealth Management
Illinois
$290K +$236K +1,223 +395%
JWWM
1018
Johnson & White Wealth Management
Pennsylvania
$288K
ACC
1019
Acorn Creek Capital
Colorado
$288K +$294K +1,519 New
Fayez Sarofim & Co
1020
Fayez Sarofim & Co
Texas
$287K -$31.7K -164 -10%
VC
1021
Veracity Capital
Georgia
$287K +$9.47K +49 +3%
Fisher Asset Management
1022
Fisher Asset Management
Washington
$286K -$80.8K -418 -22%
WB
1023
WesBanco Bank
West Virginia
$285K
DA
1024
Dillon & Associates
Michigan
$284K
GC
1025
Garde Capital
Washington
$284K +$80.8K +418 +39%