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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
676
Atlantic Union Bankshares
Virginia
$633K – – –
NB
677
Nicolet Bankshares
Wisconsin
$630K +$113K +703 +21%
FCI
678
Financial Counselors Inc
Kansas
$629K +$296K +1,847 +84%
VIA
679
Vident Investment Advisory
Georgia
$627K -$382K -2,386 -37%
HH
680
Hilltop Holdings
Texas
$614K -$96.2K -600 -13%
DADC
681
D.A. Davidson & Co
Montana
$613K +$33.5K +209 +6%
SFS
682
Stiles Financial Services
Minnesota
$612K +$1.6K +10 +0.3%
WCA
683
Waypoint Capital Advisors
Minnesota
$608K -$160 -1 -0%
ML
684
McAdam LLC
Pennsylvania
$608K +$94.7K +591 +18%
MGIA
685
Matthew Goff Investment Advisor
Texas
$604K – – –
WPC
686
Wedmont Private Capital
Pennsylvania
$602K +$59.8K +373 +11%
GRP
687
Global Retirement Partners
California
$601K +$7.85K +49 +1%
MC
688
Machina Capital
France
$591K +$55.8K +348 +10%
APA
689
American Portfolios Advisors
New York
$590K +$15.1K +94 +3%
HCM
690
Hutchinson Capital Management
California
$588K +$481 +3 +0.1%
AWE
691
Avidian Wealth Enterprises
Texas
$583K -$2.56K -16 -0.4%
BA
692
Bridgewater Advisors
New York
$580K -$29.2K -182 -5%
HWM
693
HB Wealth Management
Georgia
$575K -$109K -681 -16%
DWT
694
Dorsey & Whitney Trust
South Dakota
$574K +$29.2K +182 +5%
RWM
695
Ritholtz Wealth Management
New York
$574K +$230K +1,435 +63%
MOS
696
MGO One Seven
Ohio
$571K +$17.3K +108 +3%
BFM
697
Boston Financial Management
Massachusetts
$571K +$29.3K +183 +5%
AWA
698
Archvest Wealth Advisors
California
$568K -$6.73K -42 -1%
GG
699
Gofen & Glossberg
Illinois
$563K – – –
CT
700
Caldwell Trust
Florida
$562K -$2.56K -16 -0.4%
26 27
28
29 30