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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1126
Expressive Wealth
Illinois
$261K +$286K +1,590 New
JESC
1127
J.E. Simmons & Co
Texas
$261K -$3.96K -22 -1%
JWWM
1128
Johnson & White Wealth Management
Pennsylvania
$260K
YIM
1129
Yoffe Investment Management
Pennsylvania
$260K
SFS
1130
Stiles Financial Services
Minnesota
$260K -$6.83K -38 -2%
RMCM
1131
Reynders McVeigh Capital Management
Massachusetts
$260K -$33.3K -185 -11%
NI
1132
Natural Investments
California
$259K +$180 +1 +0.1%
NS
1133
NBC Securities
Alabama
$258K -$2.52K -14 -0.9%
AFT
1134
Alpha Family Trust
California
$258K +$267K +1,485 New
NL
1135
NWAM LLC
Washington
$257K -$87.7K -488 -25%
DOA
1136
D'Orazio & Associates
Virginia
$256K -$1.44K -8 -0.5%
AO
1137
Advisor OS
Illinois
$256K +$265K +1,475 New
PP
1138
PFS Partners
New Jersey
$255K +$180 +1 +0.1%
DA
1139
Detalus Advisors
Missouri
$254K -$20.3K -113 -7%
IIL
1140
Income Insurance Ltd
$254K
HTC
1141
Haverford Trust Company
Pennsylvania
$253K +$46.2K +257 +21%
BWM
1142
Baron Wealth Management
Michigan
$252K +$66.9K +372 +34%
BRWA
1143
B. Riley Wealth Advisors
Florida
$252K -$1.98K -11 -0.8%
CA
1144
Continuum Advisory
Idaho
$252K +$13.1K +73 +5%
Fayez Sarofim & Co
1145
Fayez Sarofim & Co
Texas
$252K
KCP
1146
Kera Capital Partners
California
$251K +$260K +1,447 New
FWP
1147
Flatrock Wealth Partners
California
$250K +$260K +1,444 New
CWG
1148
Cornerstone Wealth Group
North Carolina
$250K +$44.6K +248 +22%
DW30
1149
Drucker Wealth 3.0
New Jersey
$250K -$13.8K -77 -5%
CFO
1150
Cambient Family Office
Michigan
$250K -$9.89K -55 -4%