We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
476
United Capital Financial Advisors
Texas
$1M +$479K +4,590 +104%
BHTS
477
Bar Harbor Trust Services
Maine
$994K +$932K +8,925 New
CI
478
CX Institutional
Indiana
$992K – – –
IRF
479
IBM Retirement Fund
New York
$991K -$32.6K -312 -3%
SGI
480
Summit Global Investments
Utah
$989K +$60.3K +577 +7%
AIP
481
Ameritas Investment Partners
Nebraska
$987K +$104 +1 +0%
BFM
482
Boston Financial Management
Massachusetts
$984K -$18.8K -180 -2%
EWM
483
Evercore Wealth Management
New York
$983K +$10.7K +102 +1%
WPA
484
West Paces Advisors
Georgia
$981K -$13.5K -129 -1%
LWCFA
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$972K +$698K +6,686 +328%
DC
486
Diametric Capital
Massachusetts
$957K -$15.7K -150 -2%
TU
487
TDAM USA
Ontario, Canada
$952K -$42.4K -406 -5%
NRS
488
Neville Rodie & Shaw
New York
$950K – – –
BPWA
489
Beacon Pointe Wealth Advisors
California
$942K -$12.7K -122 -1%
ASN
490
Advisory Services Network
Georgia
$940K +$793K +7,589 +887%
EI
491
Ethic Inc
New York
$932K +$874K +8,364 New
CTC
492
Central Trust Company
Missouri
$930K +$48.5K +464 +6%
PSP
493
Principal Street Partners
Tennessee
$914K +$329K +3,149 +62%
ZCA
494
Zeke Capital Advisors
Pennsylvania
$905K -$30.6K -293 -3%
BAM
495
Belpointe Asset Management
Nevada
$899K +$3.87K +37 +0.5%
TSW
496
Thompson Siegel & Walmsley
Virginia
$898K – – –
WIC
497
Wilkins Investment Counsel
Massachusetts
$891K – – –
BBNA
498
Bremer Bank National Association
Minnesota
$884K +$829K +7,933 New
APA
499
American Portfolios Advisors
New York
$870K +$496K +4,747 +155%
CWM
500
Confluence Wealth Management
Oregon
$866K -$84.7K -811 -9%
18 19
20
21 22