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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ethic Inc
New York
$997K +$77.6K +677 +8%
HCM
502
Howland Capital Management
Massachusetts
$989K
TC
503
Toews Corporation
New Jersey
$986K +$985K +8,600 New
NRS
504
Neville Rodie & Shaw
New York
$978K
LNC
505
Lincoln National Corp
Pennsylvania
$976K -$69.8K -609 -7%
MIAS
506
Mason Investment Advisory Services
Virginia
$962K
FC
507
FORA Capital
Florida
$960K +$713K +6,220 +289%
TW
508
TrinityPoint Wealth
Connecticut
$955K -$242K -2,111 -20%
LWCFA
509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$955K
RCM
510
RNC Capital Management
California
$951K +$57.3K +500 +6%
CAPTRUST Financial Advisors
511
CAPTRUST Financial Advisors
North Carolina
$949K +$255K +2,224 +37%
WIC
512
Wilkins Investment Counsel
Massachusetts
$945K
DCP
513
DSM Capital Partners
Florida
$943K +$254K +2,220 +37%
WAP
514
Wealthcare Advisory Partners
Pennsylvania
$929K -$116K -1,016 -11%
AIP
515
Ameritas Investment Partners
Nebraska
$928K -$53.7K -469 -5%
BAM
516
Belpointe Asset Management
Nevada
$925K
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$914K -$83.9K -732 -8%
AWM
518
AE Wealth Management
Kansas
$913K -$449K -3,917 -33%
WA
519
Wealth Alliance
New York
$901K +$1.6K +14 +0.2%
VIA
520
Vident Investment Advisory
Georgia
$898K -$19.7K -172 -2%
TSW
521
Thompson Siegel & Walmsley
Virginia
$896K
WPA
522
West Paces Advisors
Georgia
$894K -$13.3K -116 -1%
PHK
523
Point72 Hong Kong
Hong Kong
$891K -$370K -3,231 -29%
CNC
524
Citizens & Northern Corp
Pennsylvania
$889K +$6.07K +53 +0.7%
QCMC
525
Quantum Capital Management (California)
California
$887K +$21.4K +187 +2%