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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
1001
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K +$71.2K +381 +21%
LC
1002
Lawood & Co
Pennsylvania
$406K +$409K +2,189 New
Fisher Asset Management
1003
Fisher Asset Management
Washington
$404K +$108K +580 +36%
SF
1004
Sun Financial
Utah
$404K +$407K +2,176 New
EHWM
1005
Eads & Heald Wealth Management
Georgia
$400K -$20K -107 -5%
CAU
1006
Caxton Associates (UK)
$397K +$133K +709 +50%
7WCP
1007
71 West Capital Partners
Massachusetts
$397K +$400K +2,140 New
CCWM
1008
Cassaday & Co Wealth Management
Virginia
$397K -$2.8K -15 -0.7%
KP
1009
Keel Point
Alabama
$392K +$28K +150 +8%
SHWM
1010
Smith & Howard Wealth Management
Georgia
$390K
Federated Hermes
1011
Federated Hermes
Pennsylvania
$389K -$555K -2,968 -59%
CAM
1012
Congress Asset Management
Massachusetts
$387K
JIC
1013
Joel Isaacson & Co
New York
$387K +$34.6K +185 +10%
FCG
1014
Fielder Capital Group
Tennessee
$385K -$26.5K -142 -6%
WCP
1015
Wick Capital Partners
Pennsylvania
$385K +$388K +2,075 New
MWM
1016
Mosley Wealth Management
California
$384K +$350K +1,874 New
RIM
1017
Reliant Investment Management
Tennessee
$383K -$31.8K -170 -8%
MSCM
1018
McElhenny Sheffield Capital Management
Texas
$382K +$35.9K +192 +10%
SWM
1019
Stockman Wealth Management
Montana
$379K
MIM
1020
Merrion Investment Management
New Jersey
$377K
AWM
1021
Aprio Wealth Management
Georgia
$376K -$80.7K -432 -20%
WCM
1022
Wallace Capital Management
Texas
$373K +$9.35K +50 +3%
SCI
1023
S&CO Inc
Massachusetts
$371K
HCM
1024
Hutchinson Capital Management
California
$371K -$374 -2 -0.1%
RSWM
1025
Robertson Stephens Wealth Management
California
$369K +$114K +612 +44%