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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BPWA
476
Beacon Pointe Wealth Advisors
California
$859K +$290K +2,904 +51%
NRS
477
Neville Rodie & Shaw
New York
$853K
ZCA
478
Zeke Capital Advisors
Pennsylvania
$842K -$79.9K -799 -9%
TRCT
479
Tower Research Capital (TRC)
New York
$835K +$726K +7,262 +667%
SGI
480
Summit Global Investments
Utah
$831K -$2.9K -29 -0.3%
FHB
481
First Hawaiian Bank
Hawaii
$817K -$40.7K -407 -5%
TSW
482
Thompson Siegel & Walmsley
Virginia
$807K
BAM
483
Belpointe Asset Management
Nevada
$804K +$29.6K +296 +4%
SCM
484
Sterling Capital Management
North Carolina
$801K +$19.1K +191 +2%
WIC
485
Wilkins Investment Counsel
Massachusetts
$800K -$200K -2,000 -20%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$793K +$26.2K +262 +3%
CTC
487
Central Trust Company
Missouri
$789K +$47K +470 +6%
MBTD
488
Mechanics Bank - Trust Department
California
$789K +$549K +5,490 +230%
B
489
Barings
North Carolina
$775K -$40K -400 -5%
TH
490
TCTC Holdings
Texas
$774K
HPC
491
HM Payson & Co
Maine
$772K +$9.1K +91 +1%
CIA
492
Choate Investment Advisors
Massachusetts
$770K
SCM
493
Shelton Capital Management
Colorado
$763K
CC
494
ClearArc Capital
Ohio
$763K +$1.7K +17 +0.2%
OCG
495
Opus Capital Group
Ohio
$759K
AWM
496
Altium Wealth Management
New York
$754K +$17.5K +175 +2%
CI
497
Conning Inc
Connecticut
$753K -$105K -1,050 -12%
WEC
498
Winslow Evans & Crocker
Massachusetts
$742K -$2.4K -24 -0.3%
NIM
499
NuWave Investment Management
New Jersey
$739K +$663K +6,634 +863%
Mackenzie Financial
500
Mackenzie Financial
Ontario, Canada
$736K -$18K -180 -2%