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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
901
SOL Capital Management
Maryland
$739K
NB
902
Nicolet Bankshares
Wisconsin
$738K -$368K -1,624 -35%
IC
903
Iconiq Capital
California
$735K +$60.6K +267 +10%
DIM
904
Delta Investment Management
California
$734K -$15.9K -70 -2%
NAS
905
Nicolet Advisory Services
Wisconsin
$733K -$20.2K -89 -3%
EH
906
Equitable Holdings
New York
$732K +$102K +450 +18%
AC
907
Avestar Capital
New York
$729K +$43.1K +190 +7%
DWM
908
Dogwood Wealth Management
Kansas
$719K +$81.5K +359 +14%
AWM
909
Aprio Wealth Management
Georgia
$719K +$137K +602 +26%
GAM
910
Groupama Asset Management
France
$718K +$382K +1,682 +132%
PFS
911
Prospera Financial Services
Texas
$708K +$76.5K +337 +13%
MCM
912
McRae Capital Management
New Jersey
$708K
SQA
913
Simon Quick Advisors
New Jersey
$707K +$150K +660 +29%
CAM
914
Chesapeake Asset Management
New York
$702K +$121K +533 +23%
SG
915
Strid Group
Pennsylvania
$701K
AP
916
Adero Partners
California
$699K +$12.7K +56 +2%
KA
917
Kearns & Associates
California
$698K
FA
918
Faithward Advisors
Pennsylvania
$696K +$16.8K +74 +3%
AWA
919
Archvest Wealth Advisors
California
$693K
MLA
920
My Legacy Advisors
Oregon
$688K +$7.49K +33 +1%
PCH
921
PGIM Custom Harvest
New Jersey
$686K -$65.6K -289 -9%
JHP
922
James Hambro & Partners
United Kingdom
$686K
MWM
923
Meritas Wealth Management
California
$685K
SPC
924
Spirepoint Private Client
Florida
$684K -$908 -4 -0.1%
MCM
925
Mattern Capital Management
Colorado
$675K +$52.9K +233 +9%