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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
576
Ropes Wealth Advisors
Massachusetts
$825K
S
577
SimplyRich
California
$815K +$40.2K +300 +5%
BWAM
578
Boyd Watterson Asset Management
Ohio
$810K +$414K +3,088 +116%
TPCW
579
TD Private Client Wealth
New York
$803K +$246K +1,833 +47%
GIA
580
Gladstone Institutional Advisory
Florida
$795K +$758K +5,652 New
PP
581
Pegasus Partners
Wisconsin
$794K +$756K +5,642 New
SI
582
Stephens Inc
Arkansas
$792K -$107K -801 -12%
SS
583
Simplicity Solutions
Minnesota
$792K +$178K +1,331 +31%
DLA
584
Douglas Lane & Associates
New York
$791K -$107K -800 -12%
UCFA
585
United Capital Financial Advisors
Texas
$784K +$170K +1,271 +30%
MCA
586
Mercer Capital Advisers
New Jersey
$780K
WA
587
Wealth Alliance
New York
$772K +$13K +97 +2%
ACP
588
Ashfield Capital Partners
California
$763K +$29.8K +222 +4%
FCH
589
Freestone Capital Holdings
Washington
$762K +$9.79K +73 +1%
QCG
590
Quadrant Capital Group
Ohio
$761K +$11.8K +88 +2%
MPAM
591
Murphy Pohlad Asset Management
Minnesota
$743K
GCMG
592
Gyroscope Capital Management Group
Florida
$742K -$14.9K -111 -2%
PMAS
593
PNC Managed Account Solutions
Texas
$741K +$706K +5,265 New
TI
594
Tidal Investments
Wisconsin
$736K +$357K +2,664 +104%
SPIA
595
Steward Partners Investment Advisory
New York
$734K -$839K -6,255 -55%
ROTUOC
596
Regents of the University of California
California
$732K +$697K +5,200 New
Nomura Holdings
597
Nomura Holdings
Japan
$730K +$716K +5,337 New
OAM
598
Optimal Asset Management
California
$717K
GIA
599
Gateway Investment Advisers
Ohio
$716K -$20.2K -151 -3%
TI
600
Truehand Inc
New Hampshire
$714K