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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1151
Sax Wealth Advisors
New Jersey
$326K +$84.4K +374 +33%
CWM
1152
Cahaba Wealth Management
Georgia
$326K -$59.1K -262 -15%
CT
1153
Colonial Trust
South Carolina
$326K +$30.3K +134 +10%
PWMG
1154
Prestige Wealth Management Group
New Jersey
$325K +$5.42K +24 +2%
QP
1155
Quartz Partners
New York
$323K +$333K +1,476 New
PP
1156
PFS Partners
New Jersey
$321K +$8.13K +36 +3%
PA
1157
Prossimo Advisors
California
$321K -$106K -469 -24%
GS
1158
GTS Securities
Florida
$320K -$175K -777 -35%
ESB
1159
Essex Savings Bank
Connecticut
$320K +$14K +62 +4%
TM
1160
TigerOak Management
New Mexico
$319K -$4.51K -20 -1%
MSE
1161
MUFG Securities EMEA
United Kingdom
$318K +$329K +1,456 New
Fayez Sarofim & Co
1162
Fayez Sarofim & Co
Texas
$317K
BI
1163
Bolthouse Investments
California
$314K
BONH
1164
Bank of New Hampshire
New Hampshire
$314K
SIM
1165
Synergy Investment Management
Florida
$312K
DI
1166
Diligent Investors
California
$312K
SLG
1167
Stanley-Laman Group
Pennsylvania
$311K +$45.4K +201 +16%
MLRA
1168
Main Line Retirement Advisors
Montana
$310K
SIA
1169
Soltis Investment Advisors
Utah
$310K +$40.2K +178 +14%
EHC
1170
Everett Harris & Co
California
$310K +$1.13K +5 +0.4%
ACC
1171
Acorn Creek Capital
Colorado
$310K -$20.8K -92 -6%
BCG
1172
Breakwater Capital Group
New Jersey
$309K -$4.74K -21 -1%
PWP
1173
Principle Wealth Partners
Connecticut
$309K +$66.6K +295 +26%
MCCP
1174
Mission Creek Capital Partners
California
$306K -$7.45K -33 -2%
CWP
1175
Capital Wealth Planning
Florida
$306K