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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Mission Wealth Management
California
$1.76M -$285K -1,387 -14%
ASN
627
Advisory Services Network
Georgia
$1.76M +$55.7K +271 +3%
GAM
628
Groupama Asset Management
France
$1.75M +$800K +3,895 +89%
TI
629
Trexquant Investment
Connecticut
$1.74M -$6.75M -32,881 -80%
PP
630
Pegasus Partners
Wisconsin
$1.74M -$860K -4,185 -34%
DEA
631
DoubleLine ETF Adviser
Florida
$1.74M -$68.2K -332 -4%
FNT
632
First National Trust
Pennsylvania
$1.73M -$99K -482 -6%
TPCW
633
TD Private Client Wealth
New York
$1.73M -$11.9K -58 -0.7%
SC
634
Syon Capital
California
$1.72M +$26.1K +127 +2%
GS
635
GTS Securities
Florida
$1.71M +$1.39M +6,775 +514%
CA
636
Clearstead Advisors
Ohio
$1.7M +$113K +548 +7%
MAS
637
Meeder Advisory Services
Ohio
$1.69M +$483K +2,353 +41%
LIA
638
LS Investment Advisors
Michigan
$1.69M – – –
IA
639
IAM Advisory
Pennsylvania
$1.67M +$37K +180 +2%
PP
640
PDT Partners
New York
$1.66M -$31.4K -153 -2%
BMCM
641
Bryn Mawr Capital Management
Pennsylvania
$1.65M -$118K -572 -7%
SC
642
Savant Capital
Illinois
$1.65M -$172K -835 -10%
RZH
643
Relyea Zuckerberg Hanson
Connecticut
$1.63M +$28.6K +139 +2%
TH
644
TCTC Holdings
Texas
$1.63M – – –
LF
645
Lantz Financial
Illinois
$1.63M -$4.93K -24 -0.3%
CSIC
646
Clifford Swan Investment Counsel
California
$1.62M -$267K -1,300 -14%
RWP
647
RWA Wealth Partners
Massachusetts
$1.6M -$10.1K -49 -0.6%
WA1
648
Wimmer Associates 1
California
$1.6M – – –
MTC
649
Matrix Trust Company
Colorado
$1.58M +$9.04K +44 +0.6%
CFG
650
Citizens Financial Group
Rhode Island
$1.58M +$231K +1,123 +18%
24 25
26
27 28