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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
551
Icon Wealth Advisors
Texas
$3.04M -$12.4K -55 -0.4%
HFS
552
Hantz Financial Services
Michigan
$3M -$4.29K -19 -0.1%
AWM
553
Accurate Wealth Management
Florida
$2.99M -$38.6K -171 -1%
BIP
554
Bouvel Investment Partners
Pennsylvania
$2.98M +$37.5K +166 +1%
FCH
555
Freestone Capital Holdings
Washington
$2.98M -$5.87K -26 -0.2%
SW
556
Simplicity Wealth
New Jersey
$2.98M +$1.47M +6,502 +91%
CCM
557
Coldstream Capital Management
Washington
$2.97M +$277K +1,229 +10%
RCIM
558
Red Cedar Investment Management
Michigan
$2.97M
MWM
559
Moran Wealth Management
Florida
$2.97M +$108K +477 +4%
Federated Hermes
560
Federated Hermes
Pennsylvania
$2.96M -$586K -2,597 -16%
MMA
561
Miracle Mile Advisors
California
$2.93M +$55.8K +247 +2%
KRSITF
562
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.93M -$210K -929 -6%
Cambridge Investment Research Advisors
563
Cambridge Investment Research Advisors
Iowa
$2.91M +$170K +755 +6%
SLI
564
Sumitomo Life Insurance
Japan
$2.89M -$129K -570 -4%
EF
565
Empowered Funds
Pennsylvania
$2.87M +$29.3K +130 +1%
VRM
566
Vectors Research Management
New York
$2.87M -$66.4K -294 -2%
FT
567
Fiduciary Trust
Massachusetts
$2.83M +$103K +457 +4%
CWM
568
Congress Wealth Management
Massachusetts
$2.82M +$124K +548 +4%
KPWS
569
Kestra Private Wealth Services
Texas
$2.82M +$242K +1,073 +9%
KB
570
Kimelman & Baird
New York
$2.8M
CIA
571
Concurrent Investment Advisors
Florida
$2.8M +$373K +1,651 +15%
SF
572
Summit Financial
New Jersey
$2.76M -$121K -537 -4%
ECM
573
Everence Capital Management
Indiana
$2.76M -$727K -3,220 -20%
RWA
574
River Wealth Advisors
Pennsylvania
$2.75M -$68.6K -304 -2%
DA
575
Drake & Associates
Wisconsin
$2.71M +$1.03M +4,545 +58%