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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SP
551
Symmetry Partners
Connecticut
$600K +$45.9K +439 +9%
ACP
552
Ashfield Capital Partners
California
$596K
S
553
SimplyRich
California
$594K
BRWA
554
B. Riley Wealth Advisors
Florida
$594K +$80.5K +771 +17%
BBVA
555
Banco Bilbao Vizcaya Argentaria
Spain
$594K +$557K +5,335 New
GCMG
556
Gyroscope Capital Management Group
Florida
$591K +$57.8K +553 +12%
MC
557
Machina Capital
France
$585K +$205K +1,963 +60%
LOAME
558
Lombard Odier Asset Management (Europe)
United Kingdom
$584K
PA
559
PFG Advisors
Arizona
$580K +$545K +5,217 New
ROTUOC
560
Regents of the University of California
California
$579K
TI
561
Truehand Inc
New Hampshire
$575K -$62.7K -600 -10%
IC
562
Inscription Capital
Texas
$572K -$95.6K -915 -15%
TCM
563
Teza Capital Management
Illinois
$564K -$913K -8,744 -63%
CCA
564
Checchi Capital Advisers
California
$549K +$10K +96 +2%
TPCW
565
TD Private Client Wealth
New York
$548K +$514K +4,916 New
JFL
566
Jarislowsky, Fraser Ltd
Quebec, Canada
$545K
NA
567
NewEdge Advisors
Louisiana
$545K +$25.5K +244 +5%
PWP
568
Personal Wealth Partners
Minnesota
$543K
SI
569
Stephens Inc
Arkansas
$536K -$58.1K -556 -10%
WAM
570
Wealthspire Advisors (Maryland)
Maryland
$536K +$23.7K +227 +5%
IIC
571
Ironwood Investment Counsel
Arizona
$535K +$836 +8 +0.2%
CAPTRUST Financial Advisors
572
CAPTRUST Financial Advisors
North Carolina
$533K +$242K +2,315 +95%
WJWM
573
Williams Jones Wealth Management
New York
$530K +$497K +4,758 New
PA
574
Parallel Advisors
California
$525K +$23.7K +227 +5%
HI
575
Horizon Investments
North Carolina
$524K +$151K +1,442 +44%