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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
551
First Trust Direct Indexing
Massachusetts
$1.32M +$41.6K +259 +3%
RWB
552
RMR Wealth Builders
New Jersey
$1.32M
CCG
553
Chatham Capital Group
Georgia
$1.32M +$753K +4,690 +113%
PP
554
Pegasus Partners
Wisconsin
$1.3M -$17.3K -108 -1%
LIA
555
LS Investment Advisors
Michigan
$1.28M
MF
556
Magnetar Financial
Illinois
$1.28M +$1.37M +8,562 New
NRS
557
Neville Rodie & Shaw
New York
$1.27M
BCWM
558
Bartlett & Co Wealth Management
Ohio
$1.27M +$196K +1,222 +17%
BC
559
Bartlett & Co
Ohio
$1.27M +$196K +1,222 +17%
Cambridge Investment Research Advisors
560
Cambridge Investment Research Advisors
Iowa
$1.26M +$54.1K +337 +4%
LWCFA
561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.24M
WIC
562
Wilkins Investment Counsel
Massachusetts
$1.23M
RZH
563
Relyea Zuckerberg Hanson
Connecticut
$1.23M +$7.22K +45 +0.6%
CAAS
564
Capital Asset Advisory Services
Michigan
$1.22M +$37.5K +234 +3%
EBT
565
Enterprise Bank & Trust
Massachusetts
$1.22M
S
566
SignatureFD
Georgia
$1.21M +$131K +816 +11%
Verition Fund Management
567
Verition Fund Management
Connecticut
$1.2M +$1.05M +6,547 +441%
SF
568
Summit Financial
New Jersey
$1.19M +$187K +1,168 +17%
EWM
569
Evercore Wealth Management
New York
$1.18M
WWM
570
Western Wealth Management
Colorado
$1.17M -$65.3K -407 -5%
RJT
571
Raymond James Trust
Florida
$1.17M +$121K +757 +11%
PA
572
PFG Advisors
Arizona
$1.15M +$12K +75 +1%
BS
573
Banco Santander
Spain
$1.14M -$43K -268 -3%
PAS
574
Park Avenue Securities
New York
$1.14M +$77.7K +484 +7%
HPC
575
HM Payson & Co
Maine
$1.13M +$14.8K +92 +1%