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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
551
Cambridge Investment Research Advisors
Iowa
$1.48M +$83.6K +511 +6%
MWM
552
Mission Wealth Management
California
$1.48M -$10.1K -62 -0.7%
FTDI
553
First Trust Direct Indexing
Massachusetts
$1.47M +$327 +2 +0%
RWB
554
RMR Wealth Builders
New Jersey
$1.46M
BJL
555
Brighton Jones LLC
Washington
$1.46M -$196K -1,196 -12%
CAAS
556
Capital Asset Advisory Services
Michigan
$1.46M +$99.4K +608 +7%
S
557
Seeyond
France
$1.45M +$681K +4,164 +90%
YIH
558
Y-Intercept (HK)
Hong Kong
$1.45M -$2.56M -15,641 -64%
CAM
559
Cresset Asset Management
Illinois
$1.44M +$536K +3,278 +49%
RZH
560
Relyea Zuckerberg Hanson
Connecticut
$1.42M +$57.7K +353 +4%
NRS
561
Neville Rodie & Shaw
New York
$1.41M
XT
562
XTX Topco
Cayman Islands
$1.41M +$636K +3,891 +84%
BC
563
Bartlett & Co
Ohio
$1.41M -$1.47K -9 -0.1%
BCWM
564
Bartlett & Co Wealth Management
Ohio
$1.41M -$1.47K -9 -0.1%
BHPW
565
Beverly Hills Private Wealth
California
$1.41M +$1.39M +8,503 New
LI
566
LMCG Investments
Massachusetts
$1.41M -$77.7K -475 -5%
S
567
SignatureFD
Georgia
$1.4M +$58.5K +358 +4%
EWM
568
Evercore Wealth Management
New York
$1.39M +$73.4K +449 +6%
SAM
569
Shell Asset Management
Netherlands
$1.39M -$3.5M -21,382 -72%
WA1
570
Wimmer Associates 1
California
$1.37M
LIA
571
LS Investment Advisors
Michigan
$1.37M -$50.2K -307 -4%
VLC
572
Van Leeuwen & Company
New Jersey
$1.37M +$1.35M +8,256 New
QCG
573
Quadrant Capital Group
Ohio
$1.36M +$229K +1,403 +21%
DI
574
DFPG Investments
Utah
$1.36M +$920K +5,626 +257%
WA
575
Wealth Alliance
New York
$1.36M +$391K +2,392 +41%