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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Syon Capital
California
$1.66M +$58K +291 +4%
PP
627
PDT Partners
New York
$1.66M +$1.6M +8,036 New
LIA
628
LS Investment Advisors
Michigan
$1.65M – – –
CQS
629
Credential Qtrade Securities
$1.64M +$1.05M +5,258 +194%
CGIM
630
Capital Group Investment Management
Singapore
$1.63M -$6.84M -34,314 -81%
CWM
631
Congress Wealth Management
Massachusetts
$1.63M +$288K +1,447 +22%
VPI
632
Value Partners Investments
Manitoba, Canada
$1.61M +$1.56M +7,808 New
TH
633
TCTC Holdings
Texas
$1.59M – – –
LF
634
Lantz Financial
Illinois
$1.59M +$7.17K +36 +0.5%
IA
635
IAM Advisory
Pennsylvania
$1.59M +$1.54M +7,727 New
BP
636
Ballentine Partners
Massachusetts
$1.59M -$13.8K -69 -0.9%
RWP
637
RWA Wealth Partners
Massachusetts
$1.58M -$40.3K -202 -3%
MTIC
638
Missouri Trust & Investment Company
Missouri
$1.57M -$82.1K -412 -5%
CTA
639
Chesley Taft & Associates
Illinois
$1.57M -$8.97K -45 -0.6%
WA1
640
Wimmer Associates 1
California
$1.57M +$29.9K +150 +2%
RZH
641
Relyea Zuckerberg Hanson
Connecticut
$1.57M -$77.5K -389 -5%
PA
642
Profund Advisors
Maryland
$1.56M +$187K +938 +14%
CA
643
Clearstead Advisors
Ohio
$1.54M +$9.57K +48 +0.6%
MTC
644
Matrix Trust Company
Colorado
$1.54M +$1.49M +7,459 New
A
645
AlphaQuest
New York
$1.53M +$793K +3,977 +115%
FCP
646
Fidelis Capital Partners
Florida
$1.53M +$404K +2,026 +37%
BL
647
Balentine LLC
Georgia
$1.51M -$615K -3,088 -30%
EWM
648
Empirical Wealth Management
Washington
$1.51M +$552K +2,768 +61%
CNC
649
Citizens & Northern Corp
Pennsylvania
$1.49M +$197K +987 +16%
TSW
650
Thompson Siegel & Walmsley
Virginia
$1.48M -$19.9K -100 -1%
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