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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1201
Colonial Trust
South Carolina
$255K -$7.77K -35 -3%
SCP
1202
Sivia Capital Partners
California
$254K +$666 +3 +0.3%
SW
1203
Schulz Wealth
Texas
$253K
SB
1204
Sunflower Bank
Texas
$253K +$36.2K +163 +17%
BA
1205
Bridgewater Associates
Connecticut
$253K -$758K -3,415 -75%
OWM
1206
OneAscent Wealth Management
Alabama
$252K +$250K +1,128 New
APP
1207
Avantax Planning Partners
Iowa
$252K -$183K -825 -42%
GBT
1208
Grove Bank & Trust
Florida
$249K +$23.3K +105 +10%
RTC
1209
Riverview Trust Company
Washington
$249K +$1.33K +6 +0.5%
PWP
1210
Principle Wealth Partners
Connecticut
$249K +$36.8K +166 +17%
ECM
1211
EagleClaw Capital Management
Massachusetts
$249K -$33.3K -150 -12%
WCM
1212
WealthBridge Capital Management
Ohio
$248K +$247K +1,113 New
AWE
1213
Avidian Wealth Enterprises
Texas
$248K +$3.33K +15 +1%
WB
1214
WesBanco Bank
West Virginia
$247K -$8.66K -39 -3%
BMO
1215
Beck Mack & Oliver
New York
$245K -$4.44K -20 -2%
FH
1216
FWG Holdings
Florida
$245K
WMA
1217
Wealth Management Associates
New Jersey
$245K
Nomura Holdings
1218
Nomura Holdings
Japan
$245K -$1.34M -6,035 -85%
CBB
1219
Citizens Business Bank
California
$245K +$243K +1,096 New
BWP
1220
BSW Wealth Partners
Colorado
$242K +$11.8K +53 +5%
ASG
1221
Ariston Services Group
California
$242K
JWCA
1222
J.W. Cole Advisors
Florida
$241K -$1.55K -7 -0.6%
VFA
1223
Voya Financial Advisors
Connecticut
$237K -$60.4K -272 -20%
PWP
1224
PrairieView Wealth Partners
Illinois
$237K +$13.3K +60 +6%
MC
1225
Middleton & Co
Massachusetts
$236K