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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
551
Doyle Wealth Management
Florida
$328K
TBA
552
Tower Bridge Advisors
Pennsylvania
$328K
TF
553
Tompkins Financial
New York
$327K
SPC
554
Sigma Planning Corp
Michigan
$323K +$73.2K +897 +29%
SGCA
555
Steel Grove Capital Advisors
Tennessee
$321K -$511K -6,265 -62%
SCM
556
SOL Capital Management
Maryland
$320K
GCMG
557
Gyroscope Capital Management Group
Florida
$320K +$319K +3,909 New
DAC
558
Dividend Assets Capital
South Carolina
$311K -$8.16K -100 -3%
HCM
559
Hutchinson Capital Management
California
$307K -$16.3K -200 -5%
RL
560
Ruffer LLP
United Kingdom
$307K -$12.2K -150 -4%
MGIA
561
Matthew Goff Investment Advisor
Texas
$307K -$3.27K -40 -1%
FMLI
562
Fukoku Mutual Life Insurance
Japan
$307K
MWM
563
Mission Wealth Management
California
$303K +$37K +453 +14%
Dodge & Cox
564
Dodge & Cox
California
$300K
JMFC
565
J.M. Forbes & Co
Massachusetts
$298K
LSAG
566
Lake Street Advisors Group
New Hampshire
$297K +$14.8K +181 +5%
CBU
567
CIBC Bank USA
Illinois
$295K -$18.4K -225 -6%
WSFS
568
Wilmington Savings Fund Society
Delaware
$293K
FHA
569
Flagship Harbor Advisors
Massachusetts
$293K +$14K +171 +5%
MA
570
MUFG Americas
New York
$289K
PP
571
Paloma Partners
Connecticut
$286K -$1.09M -13,304 -79%
CAG
572
Csenge Advisory Group
Florida
$285K +$1.31K +16 +0.5%
RCAG
573
Rehmann Capital Advisory Group
Michigan
$284K +$258K +3,159 +1,046%
DI
574
Diligent Investors
California
$283K -$4.08K -50 -1%
RMCM
575
Reynders McVeigh Capital Management
Massachusetts
$283K