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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1126
SlateStone Wealth
Florida
$325K -$9.76K -44 -3%
FWA
1127
FSM Wealth Advisors
Ohio
$324K +$25.5K +115 +8%
SGI
1128
Summit Global Investments
Utah
$323K -$2.88K -13 -0.8%
VF
1129
Virtu Financial
New York
$322K -$2.49M -11,238 -88%
NFC
1130
Northeast Financial Consultants
Connecticut
$322K
FH
1131
FWG Holdings
Florida
$321K +$79.6K +359 +32%
ECM
1132
ExodusPoint Capital Management
New York
$321K -$3.49M -15,752 -91%
JWWM
1133
Johnson & White Wealth Management
Pennsylvania
$320K +$336K +1,515 New
ACM
1134
Aster Capital Management
United Arab Emirates
$320K +$168K +756 +101%
FHA
1135
Flagship Harbor Advisors
Massachusetts
$319K -$22.2K -100 -6%
SIM
1136
Stratos Investment Management
Ohio
$319K -$22K -99 -6%
YIM
1137
Yoffe Investment Management
Pennsylvania
$319K +$333K +1,500 New
DMBA
1138
Deseret Mutual Benefit Administrators
Utah
$318K +$1.11K +5 +0.3%
JWCA
1139
J.W. Cole Advisors
Florida
$317K +$92.1K +415 +38%
BCG
1140
Breakwater Capital Group
New Jersey
$314K -$887 -4 -0.3%
LC
1141
Lindbrook Capital
California
$312K +$444 +2 +0.1%
DWM
1142
Drive Wealth Management
Utah
$310K +$4.44K +20 +1%
APW
1143
Austin Private Wealth
Texas
$310K +$49.5K +223 +18%
Fayez Sarofim & Co
1144
Fayez Sarofim & Co
Texas
$308K
RT
1145
Rockland Trust
Massachusetts
$307K -$17.7K -80 -5%
PWMG
1146
Prestige Wealth Management Group
New Jersey
$306K +$16.2K +73 +5%
WCM
1147
WealthBridge Capital Management
Ohio
$306K +$73K +329 +30%
RCAG
1148
Rehmann Capital Advisory Group
Michigan
$305K +$8.43K +38 +3%
UB
1149
Umpqua Bank
Oregon
$305K +$4.44K +20 +1%
BI
1150
Bolthouse Investments
California
$305K +$319K +1,436 New