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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
851
BerganKDV Wealth Management
Minnesota
$365K -$52.7K -322 -13%
SHWM
852
Smith & Howard Wealth Management
Georgia
$362K
PG
853
Pendal Group
Australia
$362K +$358K +2,188 New
UPC
854
Utah Peaks Capital
Utah
$362K +$357K +2,185 New
GC
855
Gilbert & Cook
Iowa
$361K
FIM
856
Freedom Investment Management
Connecticut
$360K -$39.6K -242 -10%
IC
857
Inscription Capital
Texas
$357K
CWC
858
Carolinas Wealth Consulting
North Carolina
$351K -$3.43K -21 -1%
ETH
859
Exos TFP Holdings
New York
$348K +$91.1K +557 +36%
GLA
860
Good Life Advisors
Pennsylvania
$347K +$343K +2,097 New
AWM
861
Axxcess Wealth Management
California
$347K +$21.9K +134 +7%
FA
862
Faithward Advisors
Pennsylvania
$345K +$12.3K +75 +4%
CC
863
Cipher Capital
New York
$345K +$341K +2,084 New
PPC
864
Park Place Capital
Alabama
$340K +$336K +2,057 New
AIA
865
Alera Investment Advisors
Illinois
$338K -$1.15K -7 -0.3%
CCWM
866
Cassaday & Co Wealth Management
Virginia
$337K +$333K +2,035 New
CIC
867
Chilton Investment Company
Connecticut
$332K
SCI
868
S&CO Inc
Massachusetts
$330K
Verition Fund Management
869
Verition Fund Management
Connecticut
$328K -$989K -6,049 -75%
DAS
870
Dynamic Advisor Solutions
Arizona
$328K +$38.6K +236 +14%
AMR
871
Asset Management Resources
Massachusetts
$327K -$6.05K -37 -2%
MSFS
872
Main Street Financial Solutions
Pennsylvania
$326K +$321K +1,966 New
WCM
873
Wallace Capital Management
Texas
$324K -$8.18K -50 -2%
KCM
874
Kanawha Capital Management
Virginia
$324K
CWM
875
Congress Wealth Management
Massachusetts
$323K