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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Cornerstone Advisory
Maryland
$340K +$12.5K +61 +4%
BEAM
1052
Baker Ellis Asset Management
Washington
$340K +$41.1K +200 +14%
PMFA
1053
Plante Moran Financial Advisors
Michigan
$339K -$2.05K -10 -0.6%
MSFP
1054
Mark Sheptoff Financial Planning
Connecticut
$339K
PHAM
1055
Palisades Hudson Asset Management
Florida
$339K
FHA
1056
Flagship Harbor Advisors
Massachusetts
$338K -$1.44K -7 -0.4%
HB
1057
HTLF Bank
Colorado
$337K -$411 -2 -0.1%
CWP
1058
Capital Wealth Planning
Florida
$336K +$40.3K +196 +14%
TWA
1059
TCI Wealth Advisors
Arizona
$336K +$327K +1,593 New
MW
1060
Marcum Wealth
Ohio
$335K +$66.6K +324 +26%
CCMG
1061
Clark Capital Management Group
Pennsylvania
$335K -$890K -4,332 -73%
JIC
1062
Joel Isaacson & Co
New York
$335K +$25.7K +125 +9%
TTWM
1063
TCV Trust & Wealth Management
Virginia
$334K
CM
1064
Capital Management
Virginia
$333K
CAM
1065
Carret Asset Management
New York
$333K
ACC
1066
Acorn Creek Capital
Colorado
$333K +$6.37K +31 +2%
SW
1067
SlateStone Wealth
Florida
$332K +$51.2K +249 +19%
SGWM
1068
Sterling Group Wealth Management
California
$332K +$324K +1,575 New
GA
1069
Gateway Advisory
New Jersey
$331K +$323K +1,572 New
CFP
1070
Catalyst Financial Partners
Massachusetts
$331K +$18.7K +91 +6%
Fisher Asset Management
1071
Fisher Asset Management
Washington
$331K +$323K +1,570 New
FAFN
1072
First Affirmative Financial Network
Colorado
$330K -$3.7K -18 -1%
MPPW
1073
Mitchell & Pahl Private Wealth
Oklahoma
$328K -$25.7K -125 -7%
DMBA
1074
Deseret Mutual Benefit Administrators
Utah
$328K
FCG
1075
Fielder Capital Group
Tennessee
$327K +$616 +3 +0.2%