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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
RS
1601
Rakuten Securities
Japan
$1.95K -$4.99K -22 -73%
BHWM
1602
Bay Harbor Wealth Management
Maryland
$1.95K +$1.81K +8 New
DI
1603
DAGCO Inc
Ohio
$1.95K +$1.81K +8 New
OIA
1604
Optimum Investment Advisors
Illinois
$1.95K +$1.81K +8 New
TC
1605
Trust Company
Kansas
$1.95K +$1.81K +8 New
TCM
1606
Tradewinds Capital Management
Washington
$1.71K -$34K -150 -96%
CIA
1607
Cape Investment Advisory
Georgia
$1.71K -$227 -1 -13%
CIAS
1608
CBIZ Investment Advisory Services
Ohio
$1.71K +$1.59K +7 New
PS
1609
PayPay Securities
Japan
$1.57K -$1.36K -6 -50%
GA
1610
GoalVest Advisory
New York
$1.46K -$2.27K -10 -63%
PWM
1611
Parkworth Wealth Management
California
$1.46K
1IA
1612
1620 Investment Advisors
Massachusetts
$1.37K
RPA
1613
Redwood Park Advisors
California
$1.22K
BFS
1614
Bare Financial Services
Pennsylvania
$1.22K +$1.13K +5 New
OCM
1615
Osterweis Capital Management
California
$1.22K +$1.13K +5 New
T
1616
TOBAM
France
$1K -$156K -689 -99%
TFA
1617
Transamerica Financial Advisors
Florida
$1K
WBC
1618
West Branch Capital
Massachusetts
$977
ACA
1619
American Capital Advisory
Idaho
$977 +$908 +4 New
GP
1620
Greenline Partners
New York
$976 +$908 +4 New
NEWAS
1621
N.E.W. Advisory Services
Wisconsin
$976 +$908 +4 New
HIA
1622
HFM Investment Advisors
New Jersey
$733 +$681 +3 New
RWM
1623
Rialto Wealth Management
New York
$489 +$454 +2 New
YDMI
1624
Y.D. More Investments
Israel
$453 +$19.1K +84 +14%
BCM
1625
Blume Capital Management
California
$245 +$227 +1 New