We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
551
Thompson Siegel & Walmsley
Virginia
$1.38M – – –
EWM
552
Evercore Wealth Management
New York
$1.38M – – –
RZH
553
Relyea Zuckerberg Hanson
Connecticut
$1.37M -$600K -3,612 -29%
PA
554
Profund Advisors
Maryland
$1.36M +$71.9K +433 +6%
MYIA
555
Mount Yale Investment Advisors
Colorado
$1.36M -$37K -223 -3%
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$77.7K +468 +6%
AAS
557
Annex Advisory Services
Wisconsin
$1.35M +$44.9K +270 +4%
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M – – –
FTDI
559
First Trust Direct Indexing
Massachusetts
$1.34M +$92.2K +555 +8%
PDN
560
Pensionfund DSM Netherlands
Netherlands
$1.34M – – –
MWM
561
Mission Wealth Management
California
$1.31M +$60.3K +363 +5%
TH
562
TCTC Holdings
Texas
$1.3M – – –
WI
563
Wintrust Investments
Illinois
$1.3M +$1.24M +7,462 New
HPC
564
HM Payson & Co
Maine
$1.3M -$27.2K -164 -2%
UBG
565
United Bank (Georgia)
Georgia
$1.29M -$26.1K -157 -2%
EIM
566
Essex Investment Management
Massachusetts
$1.29M – – –
AG
567
Ascent Group
Virginia
$1.29M +$1.36M +8,202 New
DMBA
568
Deseret Mutual Benefit Administrators
Utah
$1.29M +$30.2K +182 +3%
TCOT
569
Trust Company of Toledo
Ohio
$1.28M -$2.33K -14 -0.2%
KPWS
570
Kestra Private Wealth Services
Texas
$1.28M +$404K +2,431 +49%
TC
571
TwinBeech Capital
New York
$1.27M -$3.89M -23,436 -76%
BC
572
Bartlett & Co
Ohio
$1.27M -$36.7K -221 -3%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$1.27M -$36.7K -221 -3%
IA
574
Icon Advisers
Colorado
$1.27M +$432K +2,600 +55%
KWM
575
Kingsview Wealth Management
Oregon
$1.27M +$1.21M +7,284 New
21 22
23
24 25