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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
626
Mackenzie Financial
Ontario, Canada
$242K -$76.9M -928,313 -100%
SWA
627
SFMG Wealth Advisors
Texas
$240K
WWM
628
Windsor Wealth Management
Indiana
$237K -$9.2K -111 -4%
LWCFA
629
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$237K
RA
630
Rational Advisors
New York
$236K +$22.9K +277 +11%
BOTW
631
Bank of the West
California
$234K -$7.37K -89 -3%
SWM
632
Stockman Wealth Management
Montana
$233K +$234K +2,820 New
ARMT
633
Amica Retiree Medical Trust
Rhode Island
$232K
Lido Advisors
634
Lido Advisors
California
$232K +$233K +2,814 New
BS
635
Banco Santander
Spain
$231K +$232K +2,796 New
CIBC World Market
636
CIBC World Market
Ontario, Canada
$230K +$231K +2,790 New
BSW
637
Buckingham Strategic Wealth
Missouri
$228K -$5.63K -68 -2%
P
638
Pitcairn
Pennsylvania
$225K -$13.8K -166 -6%
LIC
639
Lodestar Investment Counsel
Illinois
$225K +$3.56K +43 +2%
AHB
640
Abner Herrman & Brock
New Jersey
$223K
HW
641
Hancock Whitney
Mississippi
$222K -$13M -157,183 -98%
WIP
642
Wellesley Investment Partners
Massachusetts
$222K -$38.1K -460 -15%
CPH
643
C Partners Holding
Switzerland
$220K -$47.7K -576 -18%
PNC
644
Park National Corp
Ohio
$219K +$7.37K +89 +3%
IAA
645
Independent Advisor Alliance
North Carolina
$218K +$746 +9 +0.3%
VCA
646
Verdence Capital Advisors
Maryland
$217K -$49.1K -593 -18%
BRM
647
Boston Research & Management
Massachusetts
$216K
QCG
648
Quadrant Capital Group
Ohio
$216K +$83 +1 +0%
SWA
649
Sutton Wealth Advisors
Florida
$214K
ASN
650
Advisory Services Network
Georgia
$212K -$63.4K -765 -23%