We are live on ! Find out more
MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SG
551
Strid Group
Pennsylvania
$269K +$29.6K +373 +13%
MWP
552
MYCIO Wealth Partners
Pennsylvania
$268K
WKWM
553
Walter & Keenan Wealth Management
Indiana
$268K
RW
554
REDW Wealth
New Mexico
$267K
LA
555
Lau Associates
Delaware
$265K
WIP
556
Wellesley Investment Partners
Massachusetts
$264K +$9.99K +126 +4%
LNB
557
Ledyard National Bank
$264K +$23.8K +300 +11%
CCP
558
Corient Capital Partners
California
$263K +$22.4K +283 +10%
MWM
559
Mission Wealth Management
California
$258K +$37.4K +472 +18%
S
560
SignatureFD
Georgia
$256K
MCM
561
Manchester Capital Management
Vermont
$253K
CCG
562
Ceeto Capital Group
Florida
$251K +$238K +3,000 New
CC
563
Colrain Capital
Massachusetts
$251K
BCSB
564
Bristol County Savings Bank
Massachusetts
$251K +$238K +3,000 New
KFA
565
Kelleher Financial Advisors
New York
$250K
WB
566
WesBanco Bank
West Virginia
$247K
1832 Asset Management
567
1832 Asset Management
Ontario, Canada
$246K +$240K +3,026 New
CG
568
Colony Group
Massachusetts
$245K +$476 +6 +0.2%
LC
569
Lourd Capital
California
$245K +$7.05K +89 +3%
BOTW
570
Bank of the West
California
$244K +$9.2K +116 +4%
PP
571
Prudential plc
United Kingdom
$244K +$9.99K +126 +5%
SWA
572
SFMG Wealth Advisors
Texas
$243K
IC
573
InterOcean Capital
Illinois
$240K
LWCFA
574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K
BSW
575
Buckingham Strategic Wealth
Missouri
$238K