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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
801
Penobscot Investment Management
Massachusetts
$554K +$558K +2,910 New
GCM
802
Gladius Capital Management
Illinois
$554K +$228K +1,188 +69%
SIM
803
Sentry Investment Management
Wisconsin
$546K -$125K -651 -18%
LWAM
804
Legacy Wealth Asset Management
Minnesota
$545K -$383 -2 -0.1%
SG
805
Strid Group
Pennsylvania
$545K
PCP
806
Proficio Capital Partners
Massachusetts
$545K +$18.4K +96 +3%
KA
807
Kearns & Associates
California
$544K
MS
808
Maven Securities
Jersey
$544K +$548K +2,860 New
EHWM
809
Eads & Heald Wealth Management
Georgia
$539K -$13.4K -70 -2%
NP
810
NorthRock Partners
Minnesota
$537K +$60.4K +315 +13%
WANY
811
Wealthspire Advisors (New York)
New York
$535K +$309K +1,613 +134%
RCM
812
Requisite Capital Management
Texas
$535K +$538K +2,809 New
CAG
813
Csenge Advisory Group
Florida
$534K +$28.9K +151 +6%
CWM
814
Connecticut Wealth Management
Connecticut
$525K +$529K +2,759 New
XSC
815
X-Square Capital
Puerto Rico
$524K
FFS
816
Founders Financial Securities
Maryland
$521K +$1.34K +7 +0.3%
PWMG
817
Prestige Wealth Management Group
New Jersey
$512K +$250K +1,302 +94%
LNC
818
Lincoln National Corp
Pennsylvania
$511K -$1.45M -7,547 -74%
CAMG
819
CWA Asset Management Group
Florida
$505K +$67.7K +353 +15%
JHP
820
James Hambro & Partners
United Kingdom
$503K -$46K -240 -8%
TC
821
TownSquare Capital
Utah
$503K +$153K +796 +43%
CAI
822
Capital Advisors Inc
Oklahoma
$499K -$383 -2 -0.1%
BPC
823
Banque Pictet & Cie
Switzerland
$499K -$425K -2,215 -46%
BRM
824
Boston Research & Management
Massachusetts
$498K
RIM
825
Reliant Investment Management
Tennessee
$496K