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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PRC
501
Pearl River Capital
Michigan
$1.65M +$1.65M +10,923 New
CSPAM
502
Cary Street Partners Asset Management
Virginia
$1.65M -$52.2K -345 -3%
DTL
503
Dynamic Technology Lab
Singapore
$1.63M +$1.63M +10,787 New
ASN
504
Advisory Services Network
Georgia
$1.63M +$716K +4,733 +79%
BPC
505
Banque Pictet & Cie
Switzerland
$1.6M
WANY
506
Wealthspire Advisors (New York)
New York
$1.6M +$1.6M +10,546 New
BHWM
507
Bar Harbor Wealth Management
New Hampshire
$1.58M -$45.4K -300 -3%
FNT
508
First National Trust
Pennsylvania
$1.55M +$69.9K +462 +5%
RIG
509
Roosevelt Investment Group
New York
$1.54M +$85.3K +564 +6%
JF
510
Jump Financial
Illinois
$1.53M +$1.53M +10,114 New
CTA
511
Chesley Taft & Associates
Illinois
$1.53M -$14.4K -95 -0.9%
CK
512
Cohen Klingenstein
New York
$1.51M
HIC
513
Hartline Investment Corp
Illinois
$1.51M
BAM
514
Belpointe Asset Management
Nevada
$1.5M -$7.26K -48 -0.5%
VAS
515
Vestmark Advisory Solutions
Massachusetts
$1.49M -$58.5K -387 -4%
AWM
516
Altium Wealth Management
New York
$1.49M
ACM
517
Ativo Capital Management
Illinois
$1.48M
Cambridge Investment Research Advisors
518
Cambridge Investment Research Advisors
Iowa
$1.45M -$55.2K -365 -4%
GC
519
Grimes & Company
Massachusetts
$1.44M +$7.56K +50 +0.5%
HI
520
Horizon Investments
North Carolina
$1.43M +$958K +6,335 +203%
CI
521
CX Institutional
Indiana
$1.42M -$42K -278 -3%
JHP
522
James Hambro & Partners
United Kingdom
$1.39M
HBT
523
Hills Bank & Trust
Iowa
$1.38M +$29.3K +194 +2%
HCM
524
Howland Capital Management
Massachusetts
$1.36M
FMTC
525
Farmers & Merchants Trust Company
California
$1.36M +$1.36M +8,967 New