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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
601
HighPoint Advisor Group
Illinois
$1.95M -$25.4K -136 -1%
Jones Financial Companies
602
Jones Financial Companies
Missouri
$1.95M +$179K +960 +10%
ATPW
603
Ashton Thomas Private Wealth
Arizona
$1.95M +$58.7K +314 +3%
FISPB
604
Fideuram - Intesa Sanpaolo Private Banking
$1.92M +$1.94M +10,370 New
GRP
605
Global Retirement Partners
California
$1.89M +$977K +5,225 +105%
KAS
606
Kestra Advisory Services
Texas
$1.89M -$275K -1,473 -13%
BCWM
607
Bartlett & Co Wealth Management
Ohio
$1.89M -$7.1K -38 -0.4%
KC
608
Kepler Cheuvreux
$1.87M +$47.7K +255 +3%
CTA
609
Chesley Taft & Associates
Illinois
$1.86M +$750K +4,011 +66%
MAS
610
Meeder Advisory Services
Ohio
$1.86M +$96.3K +515 +5%
WAP
611
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$4.11K +22 +0.2%
CA
612
Clearstead Advisors
Ohio
$1.86M +$161K +864 +9%
WA
613
Wealth Alliance
New York
$1.86M +$22.4K +120 +1%
CK
614
Cohen Klingenstein
New York
$1.86M
SC
615
Shay Capital
New York
$1.86M +$1.87M +10,000 New
RWA
616
River Wealth Advisors
Pennsylvania
$1.85M -$459K -2,455 -20%
SC
617
Syon Capital
California
$1.85M +$182K +974 +11%
FT
618
Fiduciary Trust
Massachusetts
$1.84M -$374K -2,002 -17%
FPAS
619
Focus Partners Advisor Solutions
Missouri
$1.83M -$410K -2,192 -18%
RWM
620
Ritholtz Wealth Management
New York
$1.83M -$95.9K -513 -5%
VVP
621
Venture Visionary Partners
Ohio
$1.79M +$553K +2,959 +44%
BP
622
Ballentine Partners
Massachusetts
$1.79M +$47.9K +256 +3%
EH
623
Equitable Holdings
New York
$1.78M +$1.08M +5,787 +153%
PBT
624
Pictet Bank & Trust
Bahamas
$1.77M +$216K +1,154 +14%
LAM
625
LECAP Asset Management
United Kingdom
$1.77M -$959K -5,130 -35%