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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
601
Ritholtz Wealth Management
New York
$1.83M +$117K +588 +7%
CA
602
Cetera Advisors
Colorado
$1.83M +$613K +3,074 +53%
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$1.82M +$19.1K +96 +1%
OIA
604
OneDigital Investment Advisors
Kansas
$1.82M +$36.7K +184 +2%
LOAMS
605
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.82M +$1.76M +8,824 New
EWM
606
Evercore Wealth Management
New York
$1.82M -$14.2K -71 -0.8%
QCG
607
Quadrant Capital Group
Ohio
$1.82M -$39.5K -198 -2%
SEM
608
Suncoast Equity Management
Florida
$1.8M +$142K +713 +9%
PA
609
PFG Advisors
Arizona
$1.8M +$175K +876 +11%
GAM
610
Groupama Asset Management
France
$1.8M -$1.18M -5,936 -57%
FNT
611
First National Trust
Pennsylvania
$1.79M -$82.1K -412 -5%
RWB
612
RMR Wealth Builders
New Jersey
$1.79M -$35.9K -180 -2%
WA
613
Wealth Alliance
New York
$1.78M -$53.2K -267 -3%
SC
614
Savant Capital
Illinois
$1.78M -$229K -1,151 -12%
FT
615
Fiduciary Trust
Massachusetts
$1.78M -$86.9K -436 -5%
DEA
616
DoubleLine ETF Adviser
Florida
$1.76M +$63.8K +320 +4%
NRS
617
Neville Rodie & Shaw
New York
$1.76M
AWS
618
Atria Wealth Solutions
New York
$1.75M +$435K +2,181 +35%
AIC
619
Anthracite Investment Company
Texas
$1.74M +$1.68M +8,424 New
BMCM
620
Bryn Mawr Capital Management
Pennsylvania
$1.73M -$256K -1,286 -13%
BCWM
621
Bartlett & Co Wealth Management
Ohio
$1.73M
QI
622
Qtron Investments
Massachusetts
$1.73M
TPCW
623
TD Private Client Wealth
New York
$1.7M +$145K +730 +10%
First Manhattan
624
First Manhattan
New York
$1.68M +$154K +774 +11%
ASN
625
Advisory Services Network
Georgia
$1.66M -$720K -3,614 -31%