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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
626
Hilltop Holdings
Texas
$1.87M +$1.09M +4,911 +141%
WA
627
Wealth Alliance
New York
$1.87M -$26.4K -119 -1%
PP
628
Paloma Partners
Connecticut
$1.86M -$1.43M -6,432 -44%
MWM
629
Mission Wealth Management
California
$1.86M -$8.44K -38 -0.5%
SRL
630
Scientech Research LLC
New Jersey
$1.85M +$1.84M +8,310 New
TPCW
631
TD Private Client Wealth
New York
$1.85M +$20.4K +92 +1%
CA
632
Clearstead Advisors
Ohio
$1.84M +$47.7K +215 +3%
LCM
633
Landscape Capital Management
New Jersey
$1.83M -$411K -1,853 -18%
MYIA
634
Mount Yale Investment Advisors
Colorado
$1.83M +$768K +3,460 +73%
FNT
635
First National Trust
Pennsylvania
$1.83M -$7.1K -32 -0.4%
SC
636
Syon Capital
California
$1.82M -$9.99K -45 -0.5%
CFG
637
Citizens Financial Group
Rhode Island
$1.8M +$132K +595 +8%
IA
638
IAM Advisory
Pennsylvania
$1.8M +$35.7K +161 +2%
HT
639
Headlands Technologies
Illinois
$1.79M +$1.78M +8,009 New
LIA
640
LS Investment Advisors
Michigan
$1.79M – – –
MAS
641
Meeder Advisory Services
Ohio
$1.78M -$13.3K -60 -0.7%
PA
642
PFG Advisors
Arizona
$1.77M -$291K -1,312 -14%
IGAM
643
iA Global Asset Management
Quebec, Canada
$1.77M +$847K +3,816 +93%
BWM
644
Brophy Wealth Management
New Hampshire
$1.76M +$1.75M +7,880 New
CNC
645
Citizens & Northern Corp
Pennsylvania
$1.76M +$157K +708 +10%
ASN
646
Advisory Services Network
Georgia
$1.76M – – –
RWP
647
RWA Wealth Partners
Massachusetts
$1.76M +$57K +257 +3%
PP
648
PDT Partners
New York
$1.75M -$7.33K -33 -0.4%
PA
649
Profund Advisors
Maryland
$1.73M +$78.4K +353 +5%
LF
650
Lantz Financial
Illinois
$1.73M +$5.99K +27 +0.4%
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