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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$869K -$48.3K -301 -5%
WA
627
Wealth Alliance
New York
$868K +$11.9K +74 +1%
CGL
628
Clarius Group LLC
Washington
$867K -$8.02K -50 -0.9%
BCM
629
Boltwood Capital Management
California
$864K +$1.93K +12 +0.2%
S
630
SimplyRich
California
$852K -$2.25K -14 -0.2%
VWM
631
Venturi Wealth Management
Texas
$850K -$20.5K -128 -2%
GIA
632
Gladstone Institutional Advisory
Florida
$848K +$35K +218 +4%
TAM
633
Trust Asset Management
Texas
$846K +$60.3K +376 +7%
SWA
634
SFMG Wealth Advisors
Texas
$846K +$108K +672 +14%
ACM
635
Allred Capital Management
Texas
$845K +$642 +4 +0.1%
MSCM
636
McElhenny Sheffield Capital Management
Texas
$843K +$906K +5,648 New
CG
637
Caprock Group
Idaho
$840K -$62.9K -392 -7%
CIA
638
Capital Investment Advisors
Georgia
$839K -$15.1K -94 -2%
ACP
639
Ashfield Capital Partners
California
$839K
PA
640
Parallel Advisors
California
$833K +$56.5K +352 +7%
PA
641
Profund Advisors
Maryland
$832K +$20.7K +129 +2%
AAS
642
Annex Advisory Services
Wisconsin
$830K -$94.5K -589 -10%
Parallax Volatility Advisers
643
Parallax Volatility Advisers
California
$829K +$891K +5,552 New
HBT
644
Heartland Bank & Trust
Illinois
$818K -$24.1K -150 -3%
5L
645
55I LLC
Massachusetts
$809K +$582K +3,625 +203%
OIA
646
OneDigital Investment Advisors
Kansas
$808K -$152K -948 -15%
DMBA
647
Deseret Mutual Benefit Administrators
Utah
$805K -$211K -1,318 -20%
NSB
648
Norway Savings Bank
Maine
$798K -$16K -100 -2%
IIC
649
Ironwood Investment Counsel
Arizona
$789K +$60.5K +377 +8%
MPAM
650
Murphy Pohlad Asset Management
Minnesota
$788K