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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1151
Claro Advisors
Massachusetts
$221K -$33.9K -203 -13%
PW
1152
PUREfi Wealth
Massachusetts
$221K +$501 +3 +0.2%
FWP
1153
Family Wealth Partners
North Carolina
$219K +$220K +1,316 New
OL
1154
OneFund LLC
Florida
$219K -$5.68K -34 -3%
FNT
1155
First Nebraska Trust
Nebraska
$218K
IRP
1156
Investment Research Partners
Pennsylvania
$218K +$218K +1,305 New
CAM
1157
Carret Asset Management
New York
$217K -$21.7K -130 -9%
MCCP
1158
Mission Creek Capital Partners
California
$217K
Hudson Bay Capital Management
1159
Hudson Bay Capital Management
Connecticut
$217K +$217K +1,300 New
BFWA
1160
Benchmark Financial Wealth Advisors
Florida
$216K +$20.6K +123 +10%
AO
1161
Advisor OS
Illinois
$216K -$30.4K -182 -12%
FPH
1162
Financial Planning Hawaii
Hawaii
$215K +$216K +1,291 New
RRAM
1163
River Road Asset Management
Kentucky
$215K -$24.6K -147 -10%
AWA
1164
Amplius Wealth Advisors
Pennsylvania
$215K +$216K +1,290 New
MWM
1165
Meridian Wealth Management
Kentucky
$215K +$215K +1,289 New
SEIA
1166
Signature Estate & Investment Advisors
California
$215K +$2.51K +15 +1%
AWA
1167
AGH Wealth Advisors
Kansas
$215K -$120K -715 -36%
TW
1168
TritonPoint Wealth
Maryland
$214K +$214K +1,283 New
CCP
1169
Caden Capital Partners
California
$213K
SW
1170
SlateStone Wealth
Florida
$213K -$4.68K -28 -2%
NPA
1171
Nichols & Pratt Advisers
Massachusetts
$213K
SP
1172
SmartHarvest Portfolios
Washington
$212K +$213K +1,275 New
CWM
1173
Cornerstone Wealth Management
Missouri
$212K -$2.67K -16 -1%
EHC
1174
Everett Harris & Co
California
$211K
FWM
1175
Focused Wealth Management
New York
$211K +$211K +1,264 New