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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
576
Capital Asset Advisory Services
Michigan
$422K -$13.4K -126 -3%
PWP
577
Personal Wealth Partners
Minnesota
$421K
BCM
578
Boltwood Capital Management
California
$421K +$520K +4,875 New
SP
579
Symmetry Partners
Connecticut
$420K -$55.8K -523 -10%
ECM
580
ExodusPoint Capital Management
New York
$416K -$1.61M -15,104 -76%
WAM
581
Wealthspire Advisors (Maryland)
Maryland
$416K
IIC
582
Ironwood Investment Counsel
Arizona
$415K -$853 -8 -0.2%
AWM
583
Aries Wealth Management
Maine
$412K -$53.3K -500 -9%
EIA
584
Edgemoor Investment Advisors
Maryland
$411K +$172K +1,614 +51%
SWA
585
SFMG Wealth Advisors
Texas
$410K -$101K -943 -17%
MWM
586
Mission Wealth Management
California
$404K -$2.13K -20 -0.4%
BSW
587
Buckingham Strategic Wealth
Missouri
$395K +$71K +666 +17%
OAM
588
Occidental Asset Management
California
$395K +$487K +4,570 New
MYAM
589
Meiji Yasuda Asset Management
Japan
$393K -$2.54M -23,790 -84%
S
590
Seeyond
France
$393K -$33.3K -312 -2%
QC
591
Quadrature Capital
United Kingdom
$389K +$480K +4,500 New
LOAME
592
Lombard Odier Asset Management (Europe)
United Kingdom
$386K -$83.2K -780 -15%
CAPTRUST Financial Advisors
593
CAPTRUST Financial Advisors
North Carolina
$385K -$7.14K -67 -1%
HB
594
Homrich & Berg
Georgia
$382K -$175K -1,639 -27%
FB
595
Fulton Bank
Pennsylvania
$382K +$115K +1,082 +32%
GRP
596
Global Retirement Partners
California
$377K +$14.9K +140 +3%
GT
597
Glenview Trust
Kentucky
$372K -$9.17K -86 -2%
AFP
598
Ausdal Financial Partners
Iowa
$364K
V
599
VeraBank
Texas
$364K +$448K +4,204 New
XM
600
XTX Markets
New York
$354K +$437K +4,095 New