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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1201
TFO Wealth Partners
Ohio
$3.81K +$43.3K +265 New
SIC
1202
SJS Investment Consulting
Ohio
$3.81K +$491 +3 +15%
TC
1203
Truvestments Capital
Florida
$3.81K +$3.76K +23 New
TFM
1204
TFC Financial Management
Massachusetts
$3.31K
BCPWM
1205
Bradley & Co Private Wealth Management
Florida
$3.14K
BWM
1206
Baystate Wealth Management
Massachusetts
$3K +$981 +6 +60%
NSIM
1207
North Star Investment Management
Illinois
$2.98K +$2.94K +18 New
LIM
1208
Longfellow Investment Management
Massachusetts
$2.81K
SWM
1209
Sugarloaf Wealth Management
Georgia
$2.48K +$2.45K +15 New
OIS
1210
Okabena Investment Services
Minnesota
$2.32K +$2.29K +14 New
SWM
1211
Sanctuary Wealth Management
Idaho
$1.82K +$1.8K +11 New
WWM
1212
Wolff Wiese Magana
California
$1.66K +$818 +5 +100%
OIA
1213
Optimum Investment Advisors
Illinois
$1.49K
CCM
1214
Cribstone Capital Management
Maine
$1.32K
DWP
1215
Destiny Wealth Partners
Florida
$1.32K +$1.31K +8 New
LF
1216
Lee Financial
Texas
$1.16K
HWA
1217
HHM Wealth Advisors
Tennessee
$1.16K +$1.15K +7 New
HWP
1218
Highline Wealth Partners
California
$993
FSWA
1219
Financial Synergies Wealth Advisors
Texas
$828
BA
1220
Bellwether Advisors
Nebraska
$827 -$370K -2,263 -100%
Viking Global Investors
1221
Viking Global Investors
Connecticut
-$150M -1,006,898 Closed
JCM
1222
Junto Capital Management
New York
-$89.3M -597,986 Closed
CIC
1223
Cutler Investment Counsel
Oregon
-$10.7M -71,621 Closed
GC
1224
Gillson Capital
Illinois
-$7.19M -48,135 Closed
WorldQuant Millennium Advisors
1225
WorldQuant Millennium Advisors
New York
-$6.22M -41,672 Closed