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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Blueshift Asset Management
New Jersey
$602K +$569K +4,939 New
KPWS
602
Kestra Private Wealth Services
Texas
$600K +$136K +1,184 +32%
JFL
603
Jarislowsky, Fraser Ltd
Quebec, Canada
$596K
CGL
604
Clarius Group LLC
Washington
$596K +$10.7K +93 +2%
PWP
605
Personal Wealth Partners
Minnesota
$593K
CCA
606
Checchi Capital Advisers
California
$587K -$6.68K -58 -1%
CFD
607
Creative Financial Designs
Indiana
$586K +$553K +4,804 +43,673%
FCI
608
Financial Counselors Inc
Kansas
$585K +$109K +950 +25%
IIC
609
Ironwood Investment Counsel
Arizona
$584K
OCG
610
Opus Capital Group
Ohio
$580K -$101K -880 -16%
IA
611
Icon Advisers
Colorado
$572K
OC
612
Oppenheimer & Co
New York
$571K +$1.96K +17 +0.4%
WSFS
613
Wilmington Savings Fund Society
Delaware
$565K
AT
614
Arden Trust
Delaware
$562K -$129K -1,118 -20%
SWA
615
SFMG Wealth Advisors
Texas
$561K -$15.5K -135 -3%
Vontobel Holding
616
Vontobel Holding
Switzerland
$559K -$2.13M -18,515 -80%
NA
617
NewEdge Advisors
Louisiana
$556K -$56.3K -489 -10%
AIC
618
Ameritas Investment Company
Nebraska
$556K +$525K +4,562 New
CAG
619
Csenge Advisory Group
Florida
$551K -$18.7K -162 -4%
OPS
620
Orion Portfolio Solutions
Nebraska
$550K +$55.2K +479 +12%
FI
621
Fosun International
China
$548K +$102K +882 +24%
UCFA
622
United Capital Financial Advisors
Texas
$524K -$88.4K -768 -15%
V
623
VeraBank
Texas
$524K
SS
624
Simplicity Solutions
Minnesota
$524K +$191K +1,662 +63%
HH
625
Hilltop Holdings
Texas
$516K +$70K +608 +17%