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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
651
Gateway Investment Advisers
Ohio
$737K +$38K +237 +5%
EP
652
Edgestream Partners
New Jersey
$736K -$500K -3,118 -40%
EP
653
Eudaimonia Partners
Tennessee
$731K +$16.5K +103 +2%
SP
654
Symmetry Partners
Connecticut
$725K -$317K -1,980 -30%
DCM
655
Donaldson Capital Management
Indiana
$720K +$10.6K +66 +1%
WFI
656
West Family Investments
California
$698K -$54K -337 -7%
GCP
657
GSA Capital Partners
United Kingdom
$696K +$719K +4,485 New
QPWM
658
Quadrant Private Wealth Management
Pennsylvania
$695K -$5.61K -35 -0.8%
CFGS
659
Concourse Financial Group Securities
Alabama
$692K -$20.5K -128 -3%
BIP
660
Blueprint Investment Partners
North Carolina
$689K +$12.7K +79 +2%
CAG
661
Csenge Advisory Group
Florida
$689K +$18.8K +117 +3%
AWA
662
Amplius Wealth Advisors
Pennsylvania
$688K -$35.9K -224 -5%
KC
663
Kenfarb & Co
Kentucky
$688K
SIA
664
Schechter Investment Advisors
Michigan
$682K +$263K +1,642 +60%
SFO
665
Stokes Family Office
Louisiana
$670K +$65.2K +407 +10%
AP
666
Advisors Preferred
Maryland
$666K +$687K +4,288 New
Luther King Capital Management (LKCM)
667
Luther King Capital Management (LKCM)
Texas
$665K +$22.9K +143 +3%
WJWM
668
Williams Jones Wealth Management
New York
$664K -$86.1K -537 -11%
VEA
669
Virtus ETF Advisers
New York
$654K +$675K +4,213 New
DGAM
670
Desjardins Global Asset Management
Quebec, Canada
$651K -$233K -1,454 -26%
First Manhattan
671
First Manhattan
New York
$648K +$321 +2 +0%
AT
672
Arden Trust
Delaware
$645K -$15.1K -94 -2%
CCG
673
Chatham Capital Group
Georgia
$644K +$24K +150 +4%
HI
674
Horizon Investments
North Carolina
$637K -$1.16M -7,250 -64%
V
675
VeraBank
Texas
$637K -$160 -1 -0%