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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1101
SeaCrest Wealth Management
New York
$306K +$11.8K +63 +4%
WPW
1102
Waldron Private Wealth
Pennsylvania
$302K -$78.5K -420 -21%
CCP
1103
Cane Capital Partners
Louisiana
$301K +$303K +1,623 New
HWP
1104
Hibernia Wealth Partners
Louisiana
$300K +$303K +1,619 New
RMDI
1105
R.M. Davis Inc
Maine
$300K +$18.7K +100 +7%
LJHT
1106
Laurie J. Hall Trustee
$299K
MSFP
1107
Mark Sheptoff Financial Planning
Connecticut
$299K
TC
1108
TFR Capital
Texas
$298K -$8.22K -44 -3%
PHAM
1109
Palisades Hudson Asset Management
Florida
$298K
GM
1110
GeoWealth Management
Illinois
$298K -$18.5K -99 -6%
MA
1111
MCF Advisors
Kentucky
$298K -$21.1K -113 -7%
EB
1112
Eastern Bank
Massachusetts
$297K -$148K -793 -33%
LGWM
1113
Litman Gregory Wealth Management
California
$295K
CAM
1114
Chesapeake Asset Management
New York
$294K -$209K -1,120 -41%
DA
1115
Detalus Advisors
Missouri
$293K
1CP
1116
1015 Capital Partners
Pennsylvania
$291K +$293K +1,567 New
DJSG
1117
D.J. St. Germain
Massachusetts
$289K +$22.2K +119 +8%
TWA
1118
TCI Wealth Advisors
Arizona
$288K -$8.41K -45 -3%
SW
1119
SlateStone Wealth
Florida
$287K +$5.79K +31 +2%
WG
1120
Wellington Group
Indiana
$287K +$289K +1,545 New
EL
1121
EWA LLC
Pennsylvania
$286K -$36.3K -194 -11%
NRC
1122
New Republic Capital
North Carolina
$286K +$288K +1,543 New
IA
1123
IFC Advisors
California
$286K +$6.92K +37 +2%
SFS
1124
Stiles Financial Services
Minnesota
$285K +$748 +4 +0.3%
CA
1125
Claro Advisors
Massachusetts
$285K +$79.1K +423 +38%