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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
551
Bartlett & Co Wealth Management
Ohio
$967K
CA
552
Clearstead Advisors
Ohio
$949K +$65.3K +487 +8%
AG
553
AlphaSimPlex Group
Massachusetts
$943K
SP
554
Symmetry Partners
Connecticut
$942K -$224K -1,671 -20%
AWM
555
Aries Wealth Management
Maine
$941K
EWM
556
Elmwood Wealth Management
California
$936K -$6.7K -50 -0.7%
PA
557
PFG Advisors
Arizona
$936K +$32.8K +245 +4%
ST
558
Smithfield Trust
Pennsylvania
$928K
GF
559
Gries Financial
Ohio
$908K
NG
560
NatWest Group
United Kingdom
$906K
TCM
561
Tuttle Capital Management
Connecticut
$903K +$861K +6,419 New
SCM
562
Shelton Capital Management
Colorado
$888K -$846K -6,312 -50%
EGM
563
Engineers Gate Manager
New York
$882K +$69.9K +521 +9%
EIA
564
Edgemoor Investment Advisors
Maryland
$881K
CIA
565
Capital Investment Advisors
Georgia
$869K -$41K -306 -5%
BCM
566
Boltwood Capital Management
California
$869K -$15.2K -113 -2%
CI
567
Conning Inc
Connecticut
$868K -$91.7K -684 -10%
VWM
568
Venturi Wealth Management
Texas
$868K +$8.71K +65 +1%
GT
569
Greenleaf Trust
Michigan
$858K +$24.1K +180 +3%
EF
570
Empirical Finance
Pennsylvania
$850K +$115K +856 +17%
ASN
571
Advisory Services Network
Georgia
$845K +$353K +2,634 +78%
S
572
SignatureFD
Georgia
$835K +$78.4K +585 +11%
FWCM
573
Ferguson Wellman Capital Management
Oregon
$832K -$282K -2,100 -26%
BJL
574
Brighton Jones LLC
Washington
$831K +$21.1K +157 +3%
NW
575
NewEdge Wealth
Pennsylvania
$830K -$178K -1,331 -18%