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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
776
Dakota Wealth Management
Florida
$810K -$11.6K -58 -1%
TPI
777
Trust Point Inc
Wisconsin
$807K -$255K -1,279 -25%
NB
778
Nicolet Bankshares
Wisconsin
$807K +$4.58K +23 +0.6%
WCA
779
Waypoint Capital Advisors
Minnesota
$806K +$2.99K +15 +0.4%
BHCM
780
Brevan Howard Capital Management
Jersey
$803K -$244K -1,222 -24%
CGL
781
Clarius Group LLC
Washington
$801K -$114K -573 -13%
TW
782
TrinityPoint Wealth
Connecticut
$798K -$7.17K -36 -0.9%
PCIA
783
Prime Capital Investment Advisors
Kansas
$793K +$28.5K +143 +4%
CAG
784
Csenge Advisory Group
Florida
$785K +$26.3K +132 +4%
QWM
785
Quadcap Wealth Management
Texas
$781K -$62.4K -313 -8%
V
786
VeraBank
Texas
$781K -$1.2K -6 -0.2%
GIA
787
Gateway Investment Advisers
Ohio
$780K -$37.9K -190 -5%
WBC
788
Westpac Banking Corp
Australia
$778K +$1.4K +7 +0.2%
MGIA
789
Matthew Goff Investment Advisor
Texas
$772K -$28.3K -142 -4%
TSS
790
Two Sigma Securities
New York
$772K +$747K +3,749 New
LWCFA
791
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$768K -$125K -628 -14%
ML
792
McAdam LLC
Pennsylvania
$768K -$3.19K -16 -0.4%
WJWM
793
Williams Jones Wealth Management
New York
$767K
NBT
794
Northwest Bank & Trust
Iowa
$761K -$2.79K -14 -0.4%
Capstone Investment Advisors
795
Capstone Investment Advisors
New York
$760K +$735K +3,689 New
IFU
796
iSAM Funds (UK)
United Kingdom
$760K +$735K +3,689 New
LI
797
Louisbourg Investments
New Brunswick, Canada
$759K -$2.59K -13 -0.3%
HCM
798
Hutchinson Capital Management
California
$757K +$1.2K +6 +0.2%
IWC
799
Integrated Wealth Concepts
Massachusetts
$757K +$117K +589 +19%
SRWM
800
Shira Ridge Wealth Management
California
$756K