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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
STA
751
Summit Trail Advisors
New York
$669K +$283K +1,596 +81%
CT
752
Caldwell Trust
Florida
$666K +$14.7K +83 +2%
GL
753
Graypoint LLC
New York
$665K +$65.3K +368 +12%
SIM
754
Sentry Investment Management
Wisconsin
$662K
NCM
755
Noesis Capital Mangement
Florida
$658K
T
756
TrueFG
Texas
$658K
AWS
757
Atria Wealth Solutions
New York
$647K -$15.4K -87 -2%
BWP
758
BSW Wealth Partners
Colorado
$637K
SIC
759
Sterling Investment Counsel
New York
$634K +$599K +3,373 New
SGI
760
Summit Global Investments
Utah
$623K +$355 +2 +0.1%
ECM
761
ExodusPoint Capital Management
New York
$622K -$17.5M -98,711 -97%
AWA
762
Archvest Wealth Advisors
California
$621K -$4.08K -23 -0.7%
Fisher Asset Management
763
Fisher Asset Management
Washington
$617K +$171K +963 +42%
MC
764
Machina Capital
France
$615K +$580K +3,270 New
AC
765
Abbrea Capital
California
$613K
RB
766
Rodgers Brothers
Pennsylvania
$611K
KBFS
767
Kohmann Bosshard Financial Services
Ohio
$610K
AWM
768
Axxcess Wealth Management
California
$606K -$25K -141 -4%
ANTB
769
AMG National Trust Bank
Colorado
$605K +$138K +777 +32%
GC
770
Gilbert & Cook
Iowa
$605K +$204K +1,149 +56%
DSC
771
Duncker Streett & Co
Missouri
$602K
TWM
772
Thrive Wealth Management
Pennsylvania
$601K +$8.52K +48 +2%
4WM
773
44 Wealth Management
Oregon
$600K -$7.28K -41 -1%
IWC
774
Integrated Wealth Concepts
Massachusetts
$596K +$209K +1,178 +59%
BFA
775
Bill Few Associates
Pennsylvania
$592K