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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
476
Clifford Swan Investment Counsel
California
$1.65M -$107K -800 -7%
BBNA
477
Bremer Bank National Association
Minnesota
$1.64M +$34.2K +255 +2%
B
478
BP
United Kingdom
$1.61M -$708K -5,283 -32%
EDRH
479
Edmond de Rothschild Holding
Switzerland
$1.61M +$299K +2,228 +24%
RWB
480
RMR Wealth Builders
New Jersey
$1.59M -$268 -2 -0%
CSPAM
481
Cary Street Partners Asset Management
Virginia
$1.58M -$464K -3,461 -24%
Fayez Sarofim & Co
482
Fayez Sarofim & Co
Texas
$1.57M -$209K -1,560 -12%
TCA
483
Transcend Capital Advisors
New Jersey
$1.55M -$4.02K -30 -0.3%
CM
484
Caption Management
Oklahoma
$1.55M +$1.47M +11,000 New
BHWM
485
Bar Harbor Wealth Management
New Hampshire
$1.51M -$91.8K -685 -6%
BPC
486
Banque Pictet & Cie
Switzerland
$1.49M
SIA
487
Strategic Investment Advisors
Michigan
$1.46M -$49.9K -372 -3%
VAS
488
Vestmark Advisory Solutions
Massachusetts
$1.44M +$36.7K +274 +3%
SFS
489
Sowell Financial Services
Arkansas
$1.44M +$3.75K +28 +0.3%
CTA
490
Chesley Taft & Associates
Illinois
$1.43M -$35.7K -266 -3%
CAM
491
Cresset Asset Management
Illinois
$1.41M -$593K -4,426 -31%
CK
492
Cohen Klingenstein
New York
$1.41M
HIC
493
Hartline Investment Corp
Illinois
$1.41M
Cambridge Investment Research Advisors
494
Cambridge Investment Research Advisors
Iowa
$1.4M +$67.3K +502 +5%
BAM
495
Belpointe Asset Management
Nevada
$1.4M +$250K +1,864 +23%
CAPTRUST Financial Advisors
496
CAPTRUST Financial Advisors
North Carolina
$1.38M -$312K -2,329 -19%
AWM
497
Altium Wealth Management
New York
$1.38M -$41.7K -311 -3%
FNT
498
First National Trust
Pennsylvania
$1.38M +$37.9K +283 +3%
ACM
499
Ativo Capital Management
Illinois
$1.37M
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$1.36M