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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
476
Howland Capital Management
Massachusetts
$824K +$34.1K +386 +5%
APA
477
American Portfolios Advisors
New York
$819K +$326K +3,682 +73%
KWA
478
KCS Wealth Advisory
California
$818K +$78.7K +890 +11%
AI
479
Atria Investments
North Carolina
$808K +$90.7K +1,026 +14%
NRS
480
Neville Rodie & Shaw
New York
$801K
CC
481
ClearArc Capital
Ohio
$796K -$14.9K -168 -2%
CWM
482
Confluence Wealth Management
Oregon
$784K -$161K -1,825 -18%
TSW
483
Thompson Siegel & Walmsley
Virginia
$757K
CSS
484
Cubist Systematic Strategies
Connecticut
$746K -$6.94M -78,510 -91%
DSI
485
Daiwa SB Investments
Japan
$739K -$140K -1,580 -17%
EMG
486
ETF Managers Group
New Jersey
$734K -$951K -10,751 -58%
Verition Fund Management
487
Verition Fund Management
Connecticut
$732K +$459K +5,188 +199%
BAM
488
Belpointe Asset Management
Nevada
$727K -$109K -1,227 -14%
TH
489
TCTC Holdings
Texas
$727K
SCM
490
Sterling Capital Management
North Carolina
$724K -$137K -1,548 -17%
LOAMS
491
Lombard Odier Asset Management (Switzerland)
Switzerland
$724K
CIA
492
Choate Investment Advisors
Massachusetts
$722K
CAG
493
Crestwood Advisors Group
Massachusetts
$717K +$29.4K +332 +5%
AT
494
Arden Trust
Delaware
$710K -$207K -2,345 -24%
NC
495
Northcape Capital
Australia
$707K +$156K +1,764 +31%
CWM
496
Calamos Wealth Management
Illinois
$696K -$34.9K -395 -5%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$694K +$64.1K +725 +11%
FBT
498
First Bankers Trust
Kentucky
$694K +$654K +7,389 New
AWM
499
Altium Wealth Management
New York
$692K -$27.9K -315 -4%
WG
500
Winton Group
United Kingdom
$685K -$172K -1,945 -21%