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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
601
Personal Wealth Partners
Minnesota
$570K
CCA
602
Checchi Capital Advisers
California
$570K +$1.93K +17 +0.3%
IIC
603
Ironwood Investment Counsel
Arizona
$561K
CGL
604
Clarius Group LLC
Washington
$561K +$54.7K +481 +11%
VFA
605
Voya Financial Advisors
Connecticut
$558K -$12.8K -113 -2%
SWA
606
SFMG Wealth Advisors
Texas
$554K
HW
607
Hancock Whitney
Mississippi
$553K +$537K +4,725 New
IA
608
Icon Advisers
Colorado
$550K
OC
609
Oppenheimer & Co
New York
$547K +$5.23K +46 +1%
BJL
610
Brighton Jones LLC
Washington
$544K +$135K +1,188 +34%
WSFS
611
Wilmington Savings Fund Society
Delaware
$543K
S
612
SignatureFD
Georgia
$538K -$12.8K -113 -2%
LSA
613
Leonteq Securities AG
Switzerland
$536K +$521K +4,582 New
EIA
614
Edgemoor Investment Advisors
Maryland
$533K +$2.04K +18 +0.4%
CAG
615
Csenge Advisory Group
Florida
$530K -$4.09K -36 -0.8%
FCH
616
Freestone Capital Holdings
Washington
$529K +$120K +1,056 +30%
ASN
617
Advisory Services Network
Georgia
$519K -$116K -1,020 -19%
RMCM
618
Reynders McVeigh Capital Management
Massachusetts
$517K +$303K +2,665 +152%
WANY
619
Wealthspire Advisors (New York)
New York
$513K +$141K +1,237 +39%
KM
620
Kalos Management
Georgia
$512K -$1.48K -13 -0.3%
Vanguard Personalized Indexing Management
621
Vanguard Personalized Indexing Management
California
$508K +$104K +917 +27%
V
622
VeraBank
Texas
$504K
CAAS
623
Capital Asset Advisory Services
Michigan
$501K +$14.5K +128 +3%
DSC
624
Duncker Streett & Co
Missouri
$491K
TNB
625
TCF National Bank
South Dakota
$488K +$23.4K +206 +5%