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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
1301
Pittenger & Anderson Inc
Nebraska
$74.4K
KA
1302
Kozak & Associates
Colorado
$74.4K +$360 +2 +0.5%
HIA
1303
Harbor Investment Advisory
Maryland
$73.7K -$8.81K -49 -10%
S
1304
Sachetta
Massachusetts
$73.2K
JFGIW
1305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.8K -$22.1K -123 -23%
LWM
1306
Lodestone Wealth Management
Washington
$72.8K +$2.52K +14 +3%
TIAA Trust, National Association
1307
TIAA Trust, National Association
North Carolina
$72.2K -$2.84M -15,775 -97%
GFM
1308
GF Fund Management
China
$72K
DFA
1309
DHJJ Financial Advisors
Illinois
$71.1K
NECFA
1310
New England Capital Financial Advisors
Connecticut
$71.1K +$360 +2 +0.5%
MDA
1311
Minot DeBlois Advisors
Massachusetts
$69.4K
HWA
1312
Heritage Wealth Advisors
Virginia
$68K +$16K +89 +29%
MSWM
1313
Mowery & Schoenfeld Wealth Management
Illinois
$67.2K -$27.1K -151 -28%
MB
1314
MidFirst Bank
Oklahoma
$66.1K +$29.1K +162 +74%
DI
1315
DAGCO Inc
Ohio
$65.8K -$3.42K -19 -5%
CNBT
1316
Cornerstone National Bank & Trust
Illinois
$64.5K
AIM
1317
Axiom Investment Management
New York
$62.3K +$64.5K +359 New
RCM
1318
Raleigh Capital Management
North Carolina
$62.3K +$180 +1 +0.3%
SCM
1319
Silvant Capital Management
Georgia
$62.1K
CPG
1320
Cornerstone Planning Group
New Jersey
$61.7K +$16.7K +93 +34%
AWA
1321
Acumen Wealth Advisors
Tennessee
$61.4K -$2.52K -14 -4%
PUI
1322
Purpose Unlimited Inc
$61.4K
APW
1323
Aventura Private Wealth
Florida
$60.9K
KFP
1324
Kerr Financial Planning
California
$60.7K +$39K +217 +154%
RFS
1325
Richardson Financial Services
Massachusetts
$60K -$10.8K -60 -15%