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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1351
First Foundation Advisors
California
$20.4K
SC
1352
Steph & Co
Wisconsin
$20K +$19.3K +97 New
W
1353
WealthCollab
Washington
$19.6K -$12.6K -63 -40%
RWM
1354
Raffa Wealth Management
District of Columbia
$18.7K
SGC
1355
Slocum, Gordon & Co
Rhode Island
$18.5K
MFT
1356
Moisand Fitzgerald Tamayo
Florida
$18.3K
AIM
1357
Anchor Investment Management
South Carolina
$18.1K +$17.5K +88 New
WWP
1358
WR Wealth Planners
Missouri
$18.1K +$17.5K +88 New
NFSG
1359
Newbridge Financial Services Group
Florida
$18K +$17.3K +87 New
FCA
1360
FinTrust Capital Advisors
South Carolina
$17.5K -$2.39K -12 -12%
TWD
1361
True Wealth Design
Ohio
$17.5K
CYG
1362
Clean Yield Group
Vermont
$17.5K
OC
1363
Oakworth Capital
Alabama
$17.5K
FPFS
1364
First Personal Financial Services
North Carolina
$16.5K
CA
1365
Crewe Advisors
Utah
$16.5K +$15.9K +80 New
FPF
1366
First Pacific Financial
Washington
$16.3K
LI
1367
LRI Investments
Florida
$16.1K +$15.5K +78 New
GG
1368
Gleason Group
Kentucky
$15.5K
AIM
1369
Arcadia Investment Management
Michigan
$15.2K
CWM
1370
Cedar Wealth Management
California
$14.6K +$14.2K +71 New
SVCP
1371
Silicon Valley Capital Partners
California
$14.6K
CHA
1372
Carmichael Hill & Associates
Maryland
$14.4K
SIS
1373
Sound Income Strategies
Florida
$13.6K
AP
1374
Aspect Partners
Virginia
$13.4K +$199 +1 +2%
CBT
1375
Central Bank & Trust
Kentucky
$13.4K