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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
751
Smith Salley Wealth Management
North Carolina
$1.06M +$400K +1,947 +58%
CCA
752
Checchi Capital Advisers
California
$1.06M -$246K -1,195 -19%
BS
753
Banco Santander
Spain
$1.06M -$504K -2,450 -32%
LCWP
754
Legacy Capital Wealth Partners
Arkansas
$1.06M +$271K +1,316 +34%
SI
755
Stephens Inc
Arkansas
$1.05M +$265K +1,289 +33%
DWT
756
Dorsey & Whitney Trust
South Dakota
$1.05M -$42K -204 -4%
KCM
757
Kathmere Capital Management
Pennsylvania
$1.05M -$103K -503 -9%
AF
758
Allworth Financial
California
$1.03M +$98.9K +481 +10%
BWS
759
Broadway Wealth Solutions
Texas
$1.03M
HPIA
760
Hamilton Point Investment Advisors
North Carolina
$1.03M +$9.67K +47 +0.9%
JWM
761
JGP Wealth Management
Oregon
$1.03M +$25.9K +126 +3%
MMHP
762
Murphy Middleton Hinkle & Parker
Georgia
$1.03M
Federated Hermes
763
Federated Hermes
Pennsylvania
$1.02M -$1.74M -8,453 -63%
SIA
764
SkyView Investment Advisors
New Jersey
$1.02M -$9.46K -46 -0.9%
RIM
765
Rakuten Investment Management
Japan
$1.02M +$614K +2,987 New
IAN
766
Integrated Advisors Network
Texas
$1.02M -$81.7K -397 -7%
OC
767
Oppenheimer & Co
New York
$1.01M -$189K -918 -15%
LIM
768
Leavell Investment Management
Alabama
$1.01M +$4.53K +22 +0.4%
T
769
TrueFG
Texas
$1.01M
PCP
770
Perbak Capital Partners
United Kingdom
$1.01M +$1.03M +4,996 New
GRP
771
Global Retirement Partners
California
$1.01M +$24.7K +120 +2%
AFS
772
Access Financial Services
Minnesota
$1M -$426K -2,070 -29%
FW
773
FullCircle Wealth
Texas
$1M +$37.4K +182 +3%
TAMH
774
Taikang Asset Management (HK)
Hong Kong
$1M +$1.02M +4,965 New
HPC
775
HM Payson & Co
Maine
$998K +$823 +4 +0.1%