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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
JWWM
1051
Johnson & White Wealth Management
Pennsylvania
$313K
ECM
1052
Evergreen Capital Management
Washington
$312K +$20.5K +103 +7%
SFS
1053
Stiles Financial Services
Minnesota
$312K -$19.3K -97 -6%
P
1054
&Partners
Tennessee
$311K +$301K +1,512 New
PWMG
1055
Prestige Wealth Management Group
New Jersey
$311K -$307K -1,541 -51%
MG
1056
Mather Group
Illinois
$309K -$44.6K -224 -12%
LSA
1057
Leonteq Securities AG
Switzerland
$307K -$87.7K -440 -23%
MRWM
1058
ML&R Wealth Management
Texas
$303K
HWA
1059
HCR Wealth Advisors
California
$302K -$14.7K -74 -5%
CTC
1060
Central Trust Company
Missouri
$302K +$3.39K +17 +1%
JIC
1061
Joel Isaacson & Co
New York
$302K +$25.9K +130 +10%
CBFP
1062
Cedar Brook Financial Partners
Ohio
$301K +$6.78K +34 +2%
BB
1063
Busey Bank
Illinois
$301K -$76.1K -382 -21%
PSP
1064
Principal Street Partners
Tennessee
$301K +$292K +1,463 New
Fayez Sarofim & Co
1065
Fayez Sarofim & Co
Texas
$299K
KP
1066
Keel Point
Alabama
$297K +$29.5K +148 +11%
PFS
1067
Prospera Financial Services
Texas
$297K +$11.8K +59 +4%
FPAS
1068
Focus Partners Advisor Solutions
Missouri
$297K +$287K +1,439 New
BCG
1069
Breakwater Capital Group
New Jersey
$296K +$287K +1,438 New
PP
1070
PFS Partners
New Jersey
$295K
DI
1071
Diligent Investors
California
$294K
NPP
1072
New Potomac Partners
Maryland
$293K
CFP
1073
Catalyst Financial Partners
Massachusetts
$292K +$14.2K +71 +5%
MLRA
1074
Main Line Retirement Advisors
Montana
$292K +$41.5K +208 +17%
ECM
1075
EagleClaw Capital Management
Massachusetts
$291K -$49.6K -249 -15%