We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
576
Harel Insurance Investments & Financial Services
Israel
$686K +$19K +165 +11%
OQS
577
Occudo Quantitative Strategies
Florida
$686K +$649K +5,631 New
VI
578
Versor Investments
New York
$685K +$647K +5,622 New
ZB
579
Zions Bancorporation
Utah
$679K +$429K +3,728 +202%
MCA
580
Mercer Capital Advisers
New Jersey
$676K – – –
S
581
SimplyRich
California
$670K +$7.95K +69 +1%
WA
582
Wealth Alliance
New York
$657K +$23.8K +207 +4%
GCMG
583
Gyroscope Capital Management Group
Florida
$656K -$18.2K -158 -3%
FTDI
584
First Trust Direct Indexing
Massachusetts
$651K +$8.18K +71 +1%
S
585
SignatureFD
Georgia
$651K +$86K +747 +16%
FCH
586
Freestone Capital Holdings
Washington
$651K +$95.4K +828 +18%
QCG
587
Quadrant Capital Group
Ohio
$648K +$200K +1,734 +48%
MPAM
588
Murphy Pohlad Asset Management
Minnesota
$643K -$9.79K -85 -2%
GIA
589
Gateway Investment Advisers
Ohio
$638K -$1.61K -14 -0.3%
ACP
590
Ashfield Capital Partners
California
$633K – – –
VFA
591
Voya Financial Advisors
Connecticut
$633K +$41.2K +358 +7%
GWS
592
Glassman Wealth Services
Virginia
$632K -$3.23K -28 -0.5%
WW
593
Westshore Wealth
California
$623K +$589K +5,116 New
PFO
594
Pathstone Family Office
New Jersey
$622K +$498K +4,321 +550%
OAM
595
Optimal Asset Management
California
$621K +$369K +3,200 +168%
TI
596
Truehand Inc
New Hampshire
$618K -$6.33K -55 -1%
KM
597
Kalos Management
Georgia
$610K +$3.57K +31 +0.7%
EF
598
Empirical Finance
Pennsylvania
$607K – – –
SIM
599
Sentry Investment Management
Wisconsin
$604K -$2.74M -23,751 -83%
TU
600
TDAM USA
Ontario, Canada
$604K -$33.2K -288 -5%
22 23
24
25 26