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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$1.46M +$55K +349 +4%
LIA
527
LS Investment Advisors
Michigan
$1.46M -$6.15K -39 -0.5%
HCM
528
Howland Capital Management
Massachusetts
$1.45M -$74.9K -475 -5%
CAAS
529
Capital Asset Advisory Services
Michigan
$1.45M +$305K +1,934 +29%
SS
530
Simplicity Solutions
Minnesota
$1.45M -$1.24M -7,867 -48%
MGIA
531
Moneta Group Investment Advisors
Missouri
$1.44M -$66.5K -422 -5%
RZH
532
Relyea Zuckerberg Hanson
Connecticut
$1.43M -$55.8K -354 -4%
Assenagon Asset Management
533
Assenagon Asset Management
Luxembourg
$1.42M -$3.84M -24,383 -75%
HIC
534
Hartline Investment Corp
Illinois
$1.41M
SC
535
SRB Corp
Massachusetts
$1.41M
WIC
536
Wilkins Investment Counsel
Massachusetts
$1.4M
MWM
537
Mission Wealth Management
California
$1.38M +$94.1K +597 +8%
IRF
538
IBM Retirement Fund
New York
$1.38M -$55.2K -350 -4%
WWM
539
Western Wealth Management
Colorado
$1.38M +$616K +3,910 +93%
Cambridge Investment Research Advisors
540
Cambridge Investment Research Advisors
Iowa
$1.38M -$195K -1,237 -13%
FTDI
541
First Trust Direct Indexing
Massachusetts
$1.37M +$47.1K +299 +4%
MGP
542
Metis Global Partners
California
$1.36M +$561K +3,561 +81%
GT
543
Greenleaf Trust
Michigan
$1.36M +$197K +1,249 +19%
EWM
544
Evercore Wealth Management
New York
$1.35M +$631 +4 +0.1%
EP
545
Edgestream Partners
New Jersey
$1.34M +$949K +6,019 +328%
5L
546
55I LLC
Massachusetts
$1.33M +$1.23M +7,785 New
WAP
547
Wealthcare Advisory Partners
Pennsylvania
$1.32M -$3.63K -23 -0.3%
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M
UBG
549
United Bank (Georgia)
Georgia
$1.29M +$22.7K +144 +2%
TW
550
TrinityPoint Wealth
Connecticut
$1.28M -$72.2K -458 -6%