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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
751
Yorktown Management & Research Company
Virginia
$245K -$128K -1,130 -35%
BWAM
752
Boyd Watterson Asset Management
Ohio
$245K
CCG
753
Cypress Capital Group
Florida
$245K
CS
754
Comerica Securities
Michigan
$243K +$8.75K +77 +4%
BOTW
755
Bank of the West
California
$242K -$26.7K -235 -10%
KPW
756
Kore Private Wealth
New York
$239K +$232K +2,042 New
CWP
757
Curated Wealth Partners
California
$238K +$231K +2,031 New
PRC
758
Pearl River Capital
Michigan
$237K -$284K -2,496 -55%
IC
759
Inscription Capital
Texas
$237K -$223K -1,960 -49%
IA
760
IFP Advisors
Florida
$237K -$4.89K -43 -2%
WCWM
761
Willow Creek Wealth Management
California
$237K
PA
762
Procyon Advisors
Connecticut
$236K -$10.9K -96 -5%
FF
763
FourThought Financial
Florida
$236K +$230K +2,020 New
Fisher Asset Management
764
Fisher Asset Management
Washington
$235K -$37.8K -333 -14%
HAIM
765
Hunter Associates Investment Management
Pennsylvania
$234K
SCI
766
S&CO Inc
Massachusetts
$234K
S
767
Surevest
California
$234K
FIM
768
Freedom Investment Management
Connecticut
$232K -$17.6K -155 -7%
IEFM
769
IQ EQ Fund Management
Ireland
$232K
NB
770
Nicolet Bankshares
Wisconsin
$232K
CAN
771
Cetera Advisor Networks
California
$232K +$12K +106 +6%
TI
772
Tidal Investments
Wisconsin
$231K +$224K +1,972 New
ACA
773
Atlas Capital Advisors
Wyoming
$231K
BDWM
774
Brewin Dolphin Wealth Management
Ireland
$229K -$11.4K -100 -5%
KCM
775
Kathmere Capital Management
Pennsylvania
$229K