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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1251
Cornerstone Planning Group
New Jersey
$33.2K +$4.06K +21 +14%
C
1252
Covestor
United Kingdom
$33K +$580 +3 +2%
CIR
1253
Clear Investment Research
Georgia
$33K +$33.6K +174 New
CH
1254
Canton Hathaway
Rhode Island
$31K
RFA
1255
Resurgent Financial Advisors
Georgia
$30.7K +$1.16K +6 +4%
W
1256
WealthCollab
Washington
$29.9K +$30.5K +158 New
ACA
1257
Atlas Capital Advisors
Wyoming
$29.9K
S
1258
Sachetta
Massachusetts
$29.2K +$29.8K +154 New
CAL
1259
Capital Analysts LLC
Pennsylvania
$29K -$3.48K -18 -11%
OIAM
1260
OFI Invest Asset Management
France
$28.8K +$1.93K +10 +6%
CI
1261
Cordant Inc
Oregon
$28.4K +$29K +150 New
RFG
1262
RFP Financial Group
Georgia
$28K +$10K +52 +54%
EWP
1263
Elevation Wealth Partners
California
$28K
PWMG
1264
Private Wealth Management Group
New Jersey
$26.3K +$26.9K +139 New
AWM
1265
Avior Wealth Management
Nebraska
$26.3K
AT
1266
Avalon Trust
New Mexico
$26.1K
CTA
1267
Colonial Trust Advisors
South Carolina
$26K +$3.48K +18 +15%
PCFFS
1268
Pacific Center for Financial Services
California
$25.8K
SC
1269
Solstein Capital
California
$25.6K
SS
1270
Sunbelt Securities
Texas
$25K
VNA
1271
Valley National Advisers
Pennsylvania
$25K +$19.9K +103 +343%
RFG
1272
REAP Financial Group
Texas
$24.9K +$25.3K +131 New
AS
1273
Altshuler Shaham
Israel
$24.6K -$1.93K -10 -7%
CTWM
1274
Cherry Tree Wealth Management
Minnesota
$24.4K
Citadel Advisors
1275
Citadel Advisors
Florida
$23.5K -$22.6M -116,805 -100%