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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PA
751
Procyon Advisors
Connecticut
$471K +$60.6K +378 +14%
NSAM
752
North Star Asset Management
Wisconsin
$470K
BA
753
Bellwether Advisors
Nebraska
$469K -$22.1K -138 -4%
FBB
754
Fulton Breakefield Broenniman
Maryland
$466K -$13.9K -87 -3%
BWP
755
BSW Wealth Partners
Colorado
$462K +$61.1K +381 +15%
DS
756
DRW Securities
Illinois
$459K +$474K +2,956 New
NB
757
NBT Bank
New York
$456K +$182K +1,136 +63%
AAS
758
Avantax Advisory Services
Texas
$456K +$471K +2,939 New
XSC
759
X-Square Capital
Puerto Rico
$451K +$26.6K +166 +6%
FFM
760
Forum Financial Management
Illinois
$450K -$24.4K -152 -5%
RL
761
Ruffer LLP
United Kingdom
$450K
SWA
762
Stratos Wealth Advisors
Ohio
$447K +$28.5K +178 +7%
SG
763
Strid Group
Pennsylvania
$445K
Dodge & Cox
764
Dodge & Cox
California
$444K
TFCP
765
Twin Focus Capital Partners
Massachusetts
$444K
IDBONY
766
Israel Discount Bank of New York
New York
$440K -$4.49K -28 -1%
OPPTF
767
OPSEU Pension Plan Trust Fund
Ontario, Canada
$440K +$458K +2,861 New
RMCM
768
Reynders McVeigh Capital Management
Massachusetts
$439K +$321 +2 +0.1%
ECM
769
EagleClaw Capital Management
Massachusetts
$437K +$33K +206 +8%
BP
770
Ballentine Partners
Massachusetts
$433K +$10.6K +66 +2%
SWM
771
Stockman Wealth Management
Montana
$432K
SWP
772
Stratos Wealth Partners
Ohio
$429K +$50K +312 +13%
MCM
773
Manchester Capital Management
Vermont
$422K +$186K +1,159 +74%
PCP
774
Proficio Capital Partners
Massachusetts
$421K +$47K +293 +12%
TBA
775
Tower Bridge Advisors
Pennsylvania
$419K -$32.1K -200 -7%