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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1451
Clean Yield Group
Vermont
$22.3K
CAS
1452
Coppell Advisory Solutions
Texas
$22K +$12K +54 +108%
CAL
1453
Capital Analysts LLC
Pennsylvania
$22K -$10.2K -46 -30%
BOJHT
1454
Bank of Jackson Hole Trust
Wyoming
$21.5K +$22.4K +101 New
AWM
1455
Abound Wealth Management
Tennessee
$21.3K -$887 -4 -4%
CTA
1456
Colonial Trust Advisors
South Carolina
$21.2K
W
1457
WealthCollab
Washington
$20.2K
HNW
1458
High Note Wealth
Minnesota
$20.2K +$21.1K +95 New
AS
1459
Altshuler Shaham
Israel
$20K +$222 +1 +1%
NFSG
1460
Newbridge Financial Services Group
Florida
$19.7K
B
1461
Birchbrook
Maine
$19.5K +$20.4K +92 New
DIP
1462
DT Investment Partners
Pennsylvania
$19.1K
SGC
1463
Slocum, Gordon & Co
Rhode Island
$19.1K
MFT
1464
Moisand Fitzgerald Tamayo
Florida
$18.9K
WWP
1465
WR Wealth Planners
Missouri
$18.7K +$444 +2 +2%
MMCM
1466
Murphy & Mullick Capital Management
New York
$18.7K +$19.5K +88 New
OC
1467
Oakworth Capital
Alabama
$18.1K
AP
1468
Atwood & Palmer
Missouri
$17.2K
VWM
1469
Valley Wealth Managers
New Jersey
$17K
DWM
1470
Darwin Wealth Management
Florida
$17K
FPF
1471
First Pacific Financial
Washington
$16.9K +$222 +1 +1%
MWM
1472
Mascoma Wealth Management
New Hampshire
$16.6K +$6.21K +28 +56%
GG
1473
Gleason Group
Kentucky
$16.1K
GIA
1474
GHP Investment Advisors
Colorado
$15.3K
SVCP
1475
Silicon Valley Capital Partners
California
$15.2K +$222 +1 +1%