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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SG
926
Strid Group
Pennsylvania
$628K
KA
927
Kearns & Associates
California
$625K
MCM
928
McRae Capital Management
New Jersey
$623K -$11.3K -50 -2%
AWA
929
Archvest Wealth Advisors
California
$621K
ACM
930
Aster Capital Management
United Arab Emirates
$617K +$204K +902 +47%
SWM
931
Sterling Wealth Management
Illinois
$616K +$636K +2,818 New
AWM
932
Aprio Wealth Management
Georgia
$615K -$30.7K -136 -5%
MWM
933
Meritas Wealth Management
California
$613K
SPC
934
Spirepoint Private Client
Florida
$612K -$903 -4 -0.1%
PCH
935
PGIM Custom Harvest
New Jersey
$612K -$2.48K -11 -0.4%
PPWP
936
Premier Path Wealth Partners
New Jersey
$611K +$28.9K +128 +5%
FA
937
Faithward Advisors
Pennsylvania
$610K -$14.2K -63 -2%
CCA
938
Coign Capital Advisors
Utah
$605K +$12.4K +55 +2%
WCM
939
Wellington Capital Management
Maryland
$603K +$623K +2,760 New
4WM
940
44 Wealth Management
Oregon
$601K +$26.6K +118 +4%
CAM
941
Chesapeake Asset Management
New York
$600K -$30K -133 -5%
FAM
942
Fulcrum Asset Management
United Kingdom
$599K +$619K +2,741 New
Nomura Holdings
943
Nomura Holdings
Japan
$599K -$2.88M -12,754 -82%
SWA
944
SOA Wealth Advisors
New York
$595K +$228K +1,012 +59%
AT
945
Avalon Trust
New Mexico
$593K
PCM
946
Penserra Capital Management
California
$591K -$1M -4,430 -62%
GAM
947
Groupama Asset Management
France
$587K -$58K -257 -9%
CAI
948
Capital Advisors Inc
Oklahoma
$583K +$5.42K +24 +0.9%
WPW
949
Warther Private Wealth
Ohio
$579K -$11.3K -50 -2%
NAS
950
Nicolet Advisory Services
Wisconsin
$578K -$63.9K -283 -9%