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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1026
Plante Moran Financial Advisors
Michigan
$334K -$1.59K -8 -0.5%
IP
1027
Investment Partners
Ohio
$333K +$399 +2 +0.1%
FHA
1028
Flagship Harbor Advisors
Massachusetts
$332K +$1.59K +8 +0.5%
MSFP
1029
Mark Sheptoff Financial Planning
Connecticut
$331K
EA
1030
Everpar Advisors
Oklahoma
$331K -$142K -712 -31%
PHAM
1031
Palisades Hudson Asset Management
Florida
$331K
Kovitz Investment Group Partners
1032
Kovitz Investment Group Partners
Illinois
$331K +$320K +1,605 New
HB
1033
HTLF Bank
Colorado
$330K +$26.7K +134 +9%
TTWM
1034
TCV Trust & Wealth Management
Virginia
$326K
RA
1035
RFG Advisory
Alabama
$326K +$48.4K +243 +18%
FAFN
1036
First Affirmative Financial Network
Colorado
$326K +$74.9K +376 +31%
CM
1037
Capital Management
Virginia
$325K
CAM
1038
Carret Asset Management
New York
$325K
RMDI
1039
R.M. Davis Inc
Maine
$323K -$61.4K -308 -16%
DMBA
1040
Deseret Mutual Benefit Administrators
Utah
$321K -$61.4K -308 -17%
VC
1041
Veracity Capital
Georgia
$321K +$8.57K +43 +3%
CA
1042
Cornerstone Advisory
Maryland
$320K +$10.6K +53 +4%
FCG
1043
Fielder Capital Group
Tennessee
$319K +$309K +1,551 New
ACC
1044
Acorn Creek Capital
Colorado
$319K +$5.98K +30 +2%
MCM
1045
Mattern Capital Management
Colorado
$318K +$307K +1,542 New
DA
1046
Detalus Advisors
Missouri
$317K
B
1047
Bailard
California
$316K -$3.79K -19 -1%
NFG
1048
Nations Financial Group
Iowa
$316K -$3.19K -16 -1%
LC
1049
Lindbrook Capital
California
$316K -$30.3K -152 -9%
FFP
1050
FourThought Financial Partners
Florida
$314K +$16.3K +82 +6%