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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
1176
Smart Money Group
Texas
$273K +$278K +1,252 New
PPC
1177
Park Place Capital
Alabama
$272K -$41.7K -188 -13%
PL
1178
Parthenon LLC
Kentucky
$271K
NEPPG
1179
New England Professional Planning Group
Rhode Island
$270K
GKWIM
1180
Gerber Kawasaki Wealth & Investment Management
California
$270K +$2.89K +13 +1%
GLA
1181
Great Lakes Advisors
Illinois
$270K -$5.99K -27 -2%
FNT
1182
First Nebraska Trust
Nebraska
$269K
WPP
1183
Whalerock Point Partners
Rhode Island
$269K +$31.7K +143 +13%
GFL
1184
Granite FO LLC
New Hampshire
$268K
PFA
1185
Pathway Financial Advisors
Vermont
$268K
PL
1186
Perpetual Ltd
Australia
$268K
BCV
1187
Banque Cantonale Vaudoise
Switzerland
$267K -$442K -1,993 -62%
CMBA
1188
C.M. Bidwell & Associates
Hawaii
$265K +$2K +9 +0.8%
SW
1189
Simplicity Wealth
New Jersey
$265K -$6.67M -30,026 -96%
PFBT
1190
Parkside Financial Bank & Trust
Missouri
$265K +$6.66K +30 +3%
NCM
1191
Northside Capital Management
Oregon
$264K
HI
1192
Harbour Investments
Wisconsin
$264K -$8.44K -38 -3%
MSFS
1193
Main Street Financial Solutions
Pennsylvania
$263K -$191K -862 -42%
RPC
1194
Rossmore Private Capital
Connecticut
$260K
WS
1195
Wedbush Securities
California
$260K -$573K -2,581 -69%
DWM
1196
Destination Wealth Management
California
$259K +$41.7K +188 +19%
CPIG
1197
Chicago Partners Investment Group
Illinois
$258K +$257K +1,156 New
Fisher Asset Management
1198
Fisher Asset Management
Washington
$258K -$91.7K -413 -26%
TSWM
1199
Tyler-Stone Wealth Management
Ohio
$256K +$152K +685 +148%
SIA
1200
Soltis Investment Advisors
Utah
$255K +$12.9K +58 +5%