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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1501
Colonial Trust Advisors
South Carolina
$24.4K
CG
1502
Curat Global
New Hampshire
$24.4K +$22.7K +100 New
HNW
1503
High Note Wealth
Minnesota
$23.2K
W
1504
WealthCollab
Washington
$23.2K
CA
1505
Crewe Advisors
Utah
$22K -$4.76K -21 -19%
CYG
1506
Clean Yield Group
Vermont
$22K -$3.4K -15 -14%
DIP
1507
DT Investment Partners
Pennsylvania
$22K
SGC
1508
Slocum, Gordon & Co
Rhode Island
$22K
MFT
1509
Moisand Fitzgerald Tamayo
Florida
$21.7K
MMCM
1510
Murphy & Mullick Capital Management
New York
$21.5K
BOJHT
1511
Bank of Jackson Hole Trust
Wyoming
$21.4K -$2.5K -11 -11%
OC
1512
Oakworth Capital
Alabama
$20.7K
AP
1513
Atwood & Palmer
Missouri
$19.8K
NFSG
1514
Newbridge Financial Services Group
Florida
$19.3K -$3.18K -14 -15%
MWM
1515
Mascoma Wealth Management
New Hampshire
$19K
GIA
1516
GHP Investment Advisors
Colorado
$18.5K +$908 +4 +6%
SIC
1517
Salem Investment Counselors
North Carolina
$18.3K +$12.5K +55 +275%
NC
1518
North Capital
Utah
$18.3K +$17K +75 New
SC
1519
Steph & Co
Wisconsin
$17.3K +$908 +4 +6%
UCB
1520
United Community Bank
South Carolina
$17.3K +$16.1K +71 New
CFD
1521
Creative Financial Designs
Indiana
$17.1K +$2.95K +13 +23%
DWM
1522
Darwin Wealth Management
Florida
$17K
FW
1523
Fairway Wealth
Ohio
$16.1K
FMB
1524
Field & Main Bank
Kentucky
$15.9K
T
1525
Transce3nd
Texas
$15.4K -$27.2K -120 -66%