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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
726
Choate Investment Advisors
Massachusetts
$1M +$648K +3,252 +202%
GRP
727
Global Retirement Partners
California
$989K +$598 +3 +0.1%
SSA
728
Schonfeld Strategic Advisors
New York
$987K -$300K -1,504 -24%
MPAM
729
Murphy Pohlad Asset Management
Minnesota
$974K – – –
EIM
730
Essex Investment Management
Massachusetts
$972K -$78.1K -392 -8%
BBL
731
Beck Bode LLC
Massachusetts
$969K – – –
JF
732
Jump Financial
Illinois
$969K +$937K +4,702 New
JFG
733
Jefferies Financial Group
New York
$963K -$64.4K -323 -6%
CCA
734
Criterion Capital Advisors
Tennessee
$961K -$23.3K -117 -2%
IAN
735
Integrated Advisors Network
Texas
$957K +$1.59K +8 +0.2%
MCM
736
Manchester Capital Management
Vermont
$954K -$33.3K -167 -3%
NP
737
Nilsine Partners
Colorado
$953K -$66.2K -332 -7%
WFI
738
West Family Investments
California
$950K +$38.7K +194 +4%
KCM
739
Kathmere Capital Management
Pennsylvania
$943K +$131K +658 +17%
ACM
740
Allred Capital Management
Texas
$939K -$7.57K -38 -0.8%
RDWM
741
Red Door Wealth Management
Tennessee
$935K +$119K +599 +15%
LNC
742
Lincoln National Corp
Pennsylvania
$928K +$86.7K +435 +11%
CIA
743
Capital Investment Advisors
Georgia
$924K -$25.5K -128 -3%
STA
744
Summit Trail Advisors
New York
$922K +$218K +1,094 +32%
PRC
745
Pearl River Capital
Michigan
$919K +$889K +4,460 New
QPWM
746
Quadrant Private Wealth Management
Pennsylvania
$915K +$1.79K +9 +0.2%
MFGM
747
Marshall Financial Group (Maryland)
Maryland
$912K +$86.7K +435 +11%
CWM
748
Connecticut Wealth Management
Connecticut
$903K +$15.9K +80 +2%
OC
749
Oppenheimer & Co
New York
$902K -$10.6K -53 -1%
EWA
750
EverSource Wealth Advisors
Alabama
$902K +$62.2K +312 +7%
28 29
30
31 32