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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PP
526
Pegasus Partners
Wisconsin
$1.37M +$450K +2,805 +47%
BAM
527
Belpointe Asset Management
Nevada
$1.34M -$26.8K -167 -2%
MGP
528
Metis Global Partners
California
$1.34M +$105K +658 +8%
FTDI
529
First Trust Direct Indexing
Massachusetts
$1.34M +$95.5K +596 +7%
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$1.33M -$962 -6 -0.1%
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$1.33M +$133K +827 +11%
LIA
532
LS Investment Advisors
Michigan
$1.33M
NRS
533
Neville Rodie & Shaw
New York
$1.32M
ACM
534
AlphaCrest Capital Management
New York
$1.31M +$490K +3,059 +57%
M
535
Mirova
France
$1.31M +$664K +4,142 +97%
GT
536
Greenleaf Trust
Michigan
$1.3M +$65.9K +411 +5%
LWCFA
537
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.29M +$97.3K +607 +8%
WWM
538
Western Wealth Management
Colorado
$1.28M +$25.6K +160 +2%
WIC
539
Wilkins Investment Counsel
Massachusetts
$1.28M
WA1
540
Wimmer Associates 1
California
$1.27M -$73.7K -460 -5%
RZH
541
Relyea Zuckerberg Hanson
Connecticut
$1.27M -$36.1K -225 -3%
EBT
542
Enterprise Bank & Trust
Massachusetts
$1.26M -$101K -628 -7%
Cambridge Investment Research Advisors
543
Cambridge Investment Research Advisors
Iowa
$1.26M +$5.29K +33 +0.4%
JHP
544
James Hambro & Partners
United Kingdom
$1.24M -$264K -1,645 -17%
EWM
545
Evercore Wealth Management
New York
$1.23M
BS
546
Banco Santander
Spain
$1.23M -$883K -5,508 -41%
CAAS
547
Capital Asset Advisory Services
Michigan
$1.23M -$97.8K -610 -7%
RCIM
548
Red Cedar Investment Management
Michigan
$1.23M +$479K +2,989 +61%
CCA
549
Checchi Capital Advisers
California
$1.21M +$320K +1,996 +37%
BAM
550
Blueshift Asset Management
New Jersey
$1.2M +$1.24M +7,707 New