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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
601
Dixon Hubard Feinour & Brown
Virginia
$248K
CCG
602
Ceeto Capital Group
Florida
$246K
CC
603
Colrain Capital
Massachusetts
$246K
GLA
604
Great Lakes Advisors
Illinois
$242K +$241K +2,949 New
BOTW
605
Bank of the West
California
$241K +$9.39K +115 +4%
MC
606
Moors & Cabot
Massachusetts
$241K +$241K +2,947 New
MIFH
607
Migdal Insurance & Financial Holdings
Israel
$240K +$238K +2,912 +8,565%
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K +$4.08K +50 +2%
SWA
609
SFMG Wealth Advisors
Texas
$238K
WWM
610
Windsor Wealth Management
Indiana
$237K +$1.55K +19 +0.7%
IG
611
ING Group
Netherlands
$236K -$4.22M -51,737 -95%
IC
612
InterOcean Capital
Illinois
$234K +$233K +2,860 New
ARMT
613
Amica Retiree Medical Trust
Rhode Island
$231K
RA
614
Rational Advisors
New York
$229K -$4.98K -61 -2%
CCM
615
Coldstream Capital Management
Washington
$228K -$31.4K -385 -12%
CAPTRUST Financial Advisors
616
CAPTRUST Financial Advisors
North Carolina
$227K +$81.5K +998 +56%
BSW
617
Buckingham Strategic Wealth
Missouri
$226K
VF
618
Virtu Financial
New York
$224K -$66.8K -818 -23%
P
619
Pitcairn
Pennsylvania
$222K -$1.8K -22 -0.8%
NIM
620
NuWave Investment Management
New Jersey
$222K +$165K +2,023 +297%
IAA
621
Independent Advisor Alliance
North Carolina
$221K +$2.2K +27 +1%
CPH
622
C Partners Holding
Switzerland
$219K +$735 +9 +0.3%
PMFA
623
Plante Moran Financial Advisors
Michigan
$218K +$184K +2,257 +564%
QCG
624
Quadrant Capital Group
Ohio
$215K
BS
625
Banco Santander
Spain
$214K -$14.8K -181 -6%