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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
TL
1001
Tradewinds LLC
North Carolina
$450K -$19.7K -89 -4%
SSWM
1002
Smith Salley Wealth Management
North Carolina
$448K +$9.98K +45 +2%
CWC
1003
Carolinas Wealth Consulting
North Carolina
$447K -$2.44K -11 -0.5%
MWM
1004
Mosley Wealth Management
California
$446K
SHWM
1005
Smith & Howard Wealth Management
Georgia
$446K
SIA
1006
Schear Investment Advisers
Ohio
$446K +$52.6K +237 +13%
CCWM
1007
Cassaday & Co Wealth Management
Virginia
$446K
MFA
1008
Mayflower Financial Advisors
Massachusetts
$445K +$18.2K +82 +4%
CAM
1009
Congress Asset Management
Massachusetts
$443K
KIM
1010
Kestra Investment Management
Texas
$442K -$259K -1,167 -36%
OL
1011
Optas LLC
Texas
$440K +$28.2K +127 +7%
GWA
1012
Gratus Wealth Advisors
Virginia
$438K
BCM
1013
Brookstone Capital Management
Illinois
$437K -$4.66K -21 -1%
CAC
1014
Core Alternative Capital
Georgia
$437K
PI
1015
PFG Investments
New York
$434K -$82.3K -371 -15%
AAP
1016
Arax Advisory Partners
Colorado
$432K +$445K +2,005 +6,914%
MIM
1017
Merrion Investment Management
New Jersey
$431K
GIA
1018
Gladstone Institutional Advisory
Florida
$431K -$78.3K -353 -15%
SIM
1019
Sentry Investment Management
Wisconsin
$430K -$73.2K -330 -14%
GEM
1020
Global Endowment Management
North Carolina
$428K -$9.76K -44 -2%
CG
1021
Cynosure Group
Utah
$427K -$102K -461 -19%
KCM
1022
Kornitzer Capital Management
Kansas
$425K
SCI
1023
S&CO Inc
Massachusetts
$424K
Fisher Asset Management
1024
Fisher Asset Management
Washington
$424K +$185K +836 +72%
GFP
1025
Gryphon Financial Partners
Ohio
$422K -$18.2K -82 -4%