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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
HC
526
HNP Capital
New York
$1.76M -$22.3K -134 -1%
BAM
527
Belpointe Asset Management
Nevada
$1.75M -$24.3K -146 -1%
Alyeska Investment Group
528
Alyeska Investment Group
Illinois
$1.74M +$1.74M +10,430 New
PAS
529
Park Avenue Securities
New York
$1.7M +$143K +857 +9%
BHPW
530
Beverly Hills Private Wealth
California
$1.67M +$252K +1,511 +18%
CK
531
Cohen Klingenstein
New York
$1.67M
DWA
532
Delap Wealth Advisory
Oregon
$1.66M -$52.8K -317 -3%
LNC
533
Lincoln National Corp
Pennsylvania
$1.66M -$108K -650 -6%
WAP
534
Wealthcare Advisory Partners
Pennsylvania
$1.66M +$13.7K +82 +0.8%
GT
535
Greenleaf Trust
Michigan
$1.65M -$19.5K -117 -1%
TAM
536
Tealwood Asset Management
Minnesota
$1.64M -$61.3K -368 -4%
CCG
537
Chatham Capital Group
Georgia
$1.63M
ASN
538
Advisory Services Network
Georgia
$1.63M -$59.5K -357 -4%
Cambridge Investment Research Advisors
539
Cambridge Investment Research Advisors
Iowa
$1.62M +$126K +754 +8%
CSIC
540
Clifford Swan Investment Counsel
California
$1.62M
OIA
541
OneDigital Investment Advisors
Kansas
$1.6M +$709K +4,254 +79%
MGIA
542
Moneta Group Investment Advisors
Missouri
$1.6M +$142K +854 +10%
WA
543
Wealth Alliance
New York
$1.59M +$228K +1,369 +17%
FT
544
Fiduciary Trust
Massachusetts
$1.59M -$183K -1,100 -10%
GC
545
Grimes & Company
Massachusetts
$1.59M +$2K +12 +0.1%
HIC
546
Hartline Investment Corp
Illinois
$1.58M -$1.47M -8,844 -48%
CSPAM
547
Cary Street Partners Asset Management
Virginia
$1.55M -$106K -635 -6%
MWM
548
Mission Wealth Management
California
$1.52M +$23.8K +143 +2%
FTDI
549
First Trust Direct Indexing
Massachusetts
$1.51M +$36.6K +220 +2%
MYAM
550
Meiji Yasuda Asset Management
Japan
$1.51M -$1.96M -11,787 -57%