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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1076
Sivia Capital Partners
California
$339K +$105K +510 +44%
MWA
1077
Meridian Wealth Advisors
Texas
$338K +$5.96K +29 +2%
TA
1078
TFB Advisors
Kansas
$336K -$199K -966 -37%
MG
1079
Mather Group
Illinois
$335K -$96.7K -470 -22%
TC
1080
TFR Capital
Texas
$333K -$42.4K -206 -11%
TW
1081
TritonPoint Wealth
Maryland
$332K -$17.3K -84 -5%
RW
1082
RVW Wealth
California
$331K
SWM
1083
SeaCrest Wealth Management
New York
$330K -$21.2K -103 -6%
MC
1084
Middleton & Co
Massachusetts
$330K +$336K +1,635 New
MSFS
1085
Main Street Financial Solutions
Pennsylvania
$329K +$136K +659 +68%
BA
1086
Bellwether Advisors
Nebraska
$329K +$4.11K +20 +1%
CA
1087
Continuum Advisory
Idaho
$328K -$530K -2,576 -61%
TL
1088
Tradewinds LLC
North Carolina
$326K +$333K +1,617 New
LJHT
1089
Laurie J. Hall Trustee
$324K
MSFP
1090
Mark Sheptoff Financial Planning
Connecticut
$324K
PHAM
1091
Palisades Hudson Asset Management
Florida
$324K
EA
1092
Everpar Advisors
Oklahoma
$324K -$110K -533 -25%
GPW
1093
Genesis Private Wealth
Virginia
$324K +$60.7K +295 +23%
RCAG
1094
Rehmann Capital Advisory Group
Michigan
$322K -$5.14K -25 -2%
Fisher Asset Management
1095
Fisher Asset Management
Washington
$322K -$24.9K -121 -7%
TWA
1096
TCI Wealth Advisors
Arizona
$321K +$1.23K +6 +0.4%
GEM
1097
Global Endowment Management
North Carolina
$321K +$102K +497 +45%
LGWM
1098
Litman Gregory Wealth Management
California
$320K
ONB
1099
Old National Bancorp
Indiana
$319K +$41.5K +202 +15%
CM
1100
Capital Management
Virginia
$318K