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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
376
Vontobel Holding
Switzerland
$7.32M -$1.49M -7,499 -17%
BCM
377
Bancreek Capital Management
California
$7.3M +$7.06M +35,438 New
SCA
378
Stokes Capital Advisors
South Carolina
$7.26M +$92.7K +465 +1%
Lido Advisors
379
Lido Advisors
California
$7.16M +$682K +3,422 +11%
PF
380
Phoenix Financial
Israel
$7.14M +$166K +833 +2%
EWA
381
Exencial Wealth Advisors
Oklahoma
$7M -$342K -1,716 -5%
IIM
382
Ipswich Investment Management
Massachusetts
$6.92M +$35.9K +180 +0.5%
SPIA
383
Steward Partners Investment Advisory
New York
$6.91M +$563K +2,824 +9%
FAT
384
First American Trust
California
$6.87M +$270K +1,355 +4%
CM
385
Churchill Management
California
$6.72M -$31.3K -157 -0.5%
HIMCH
386
Hartford Investment Management Co (HIMCO)
Connecticut
$6.69M -$162K -815 -2%
SWS
387
SYSTM Wealth Solutions
Illinois
$6.6M +$393K +1,973 +7%
MWM
388
MinichMacGregor Wealth Management
New York
$6.57M +$6.42M +32,218 New
NB
389
NBT Bank
New York
$6.54M -$85.5K -429 -1%
CAN
390
Cetera Advisor Networks
California
$6.53M +$430K +2,158 +7%
CGH
391
Crossmark Global Holdings
Texas
$6.52M -$824K -4,133 -12%
SFI
392
Siemens Fonds Invest
Germany
$6.49M -$167K -838 -3%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$6.36M +$105K +527 +2%
AA
394
ALPS Advisors
Colorado
$6.34M +$79.7K +400 +1%
SIG
395
Stonegate Investment Group
Alabama
$6.28M -$188K -943 -3%
TVWM
396
Tower View Wealth Management
Wisconsin
$6.27M -$25.7K -129 -0.4%
BFG
397
Bleakley Financial Group
New Jersey
$6.22M +$89.5K +449 +2%
SW
398
Simplicity Wealth
New Jersey
$6.21M +$6.01M +30,170 New
VA
399
Vident Advisory
Georgia
$6.19M +$3.66M +18,340 +157%
Federated Hermes
400
Federated Hermes
Pennsylvania
$6.14M +$286K +1,433 +5%