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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1001
L2 Asset Management
Massachusetts
$435K +$14.7K +66 +3%
BEAM
1002
Baker Ellis Asset Management
Washington
$435K +$74.6K +336 +21%
OL
1003
Optas LLC
Texas
$433K +$12.9K +58 +3%
EB
1004
Eastern Bank
Massachusetts
$433K +$431K +1,942 New
WCWM
1005
Willow Creek Wealth Management
California
$433K
CFG
1006
CKW Financial Group
Hawaii
$432K +$666 +3 +0.2%
BC
1007
Bridgefront Capital
Texas
$432K +$145K +654 +51%
CCG
1008
Cypress Capital Group
Florida
$428K +$5.33K +24 +1%
IAIM
1009
International Assets Investment Management
Florida
$428K +$128K +578 +43%
ECM
1010
Evergreen Capital Management
Washington
$427K +$26.9K +121 +7%
AIA
1011
Alera Investment Advisors
Illinois
$426K -$16.9K -76 -4%
RBC
1012
Roble Belko & Company
Pennsylvania
$426K
SWM
1013
SeaCrest Wealth Management
New York
$422K +$2.44K +11 +0.6%
AWM
1014
Aprio Wealth Management
Georgia
$422K +$30.9K +139 +8%
APW
1015
Acima Private Wealth
Virginia
$420K
Jones Financial Companies
1016
Jones Financial Companies
Missouri
$419K +$141K +635 +51%
SIA
1017
Schear Investment Advisers
Ohio
$415K +$95K +428 +30%
LJHT
1018
Laurie J. Hall Trustee
$415K
TCWA
1019
Turtle Creek Wealth Advisors
Texas
$414K +$12K +54 +3%
HWMO
1020
Heritage Wealth Management (Ohio)
Ohio
$413K
AHB
1021
Abner Herrman & Brock
New Jersey
$413K
TWA
1022
TCI Wealth Advisors
Arizona
$413K +$57K +257 +16%
GC
1023
Gilbert & Cook
Iowa
$412K
WCA
1024
Westover Capital Advisors
Delaware
$411K
MWM
1025
Modera Wealth Management
New Jersey
$410K -$7.55K -34 -2%