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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1301
Atala Financial
California
$200K -$187K -911 -41%
MAM
1302
McLean Asset Management
Virginia
$200K -$6.79K -33 -3%
AA
1303
Ancora Advisors
Ohio
$196K -$18.3K -89 -8%
BWL
1304
Bogart Wealth LLC
Virginia
$196K +$3.29K +16 +2%
CFO
1305
CVA Family Office
Colorado
$195K -$45.9K -223 -19%
FHC
1306
First Horizon Corporation
Tennessee
$181K +$184K +896 New
SSG
1307
Summit Securities Group
New York
$171K +$106K +515 +155%
OCM
1308
Osterweis Capital Management
California
$169K -$17.7K -86 -9%
CT
1309
Clearstead Trust
Maine
$169K +$9.26K +45 +6%
PPA
1310
Painted Porch Advisors
California
$164K
SI
1311
Sava Infond
Slovenia
$161K -$165K -800 -50%
IBOK
1312
Independence Bank of Kentucky
Kentucky
$160K +$13.4K +65 +9%
CFG
1313
Clayton Financial Group
Missouri
$159K +$163K +791 New
Walleye Capital
1314
Walleye Capital
New York
$154K -$747K -3,630 -83%
CIAM
1315
Caitong International Asset Management
Hong Kong
$154K +$95.6K +465 +156%
AAS
1316
Ameritas Advisory Services
Nebraska
$153K +$4.53K +22 +3%
BGAI
1317
Bruce G. Allen Investments
Colorado
$149K +$18.1K +88 +14%
VCM
1318
Versant Capital Management
Arizona
$141K -$112K -546 -44%
LC
1319
Lavaca Capital
Texas
$141K
AGWCA
1320
Annis Gardner Whiting Capital Advisors
Florida
$141K +$16.2K +79 +13%
Cohen & Steers
1321
Cohen & Steers
New York
$141K
HWM
1322
Hemington Wealth Management
Virginia
$139K -$14K -68 -9%
BC
1323
Bayforest Capital
United Kingdom
$139K +$142K +688 New
QC
1324
Quent Capital
New York
$126K +$129K +625 New
RFP
1325
Root Financial Partners
California
$125K +$128K +623 New