We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DGM
601
Delta Global Management
New York
$2.64M +$2.46M +10,825 New
PWM
602
Perigon Wealth Management
California
$2.64M +$47.6K +210 +2%
MYAM
603
Meiji Yasuda Asset Management
Japan
$2.62M +$14.3K +63 +0.6%
GT
604
Greenleaf Trust
Michigan
$2.62M +$114K +503 +5%
HBT
605
Hills Bank & Trust
Iowa
$2.58M +$53.5K +236 +2%
O
606
Ossiam
France
$2.55M -$26.4M -116,367 -92%
BCWM
607
Bartlett & Co Wealth Management
Ohio
$2.55M +$4.76K +21 +0.2%
IA
608
Integrity Alliance
Iowa
$2.54M +$1.56M +6,888 +196%
RWM
609
Ritholtz Wealth Management
New York
$2.51M +$259K +1,141 +12%
WAP
610
Wealthcare Advisory Partners
Pennsylvania
$2.5M -$10.4K -46 -0.4%
TA
611
TKG Advisors
Indiana
$2.5M -$66K -291 -3%
EBT
612
Enterprise Bank & Trust
Massachusetts
$2.49M +$113K +499 +5%
WSFS
613
Wilmington Savings Fund Society
Delaware
$2.47M -$45.4K -200 -2%
BJL
614
Brighton Jones LLC
Washington
$2.47M +$310K +1,367 +16%
RFC
615
Regions Financial Corp
Alabama
$2.45M -$8.85K -39 -0.4%
CK
616
Cohen Klingenstein
New York
$2.44M – – –
S
617
SignatureFD
Georgia
$2.43M +$110K +485 +5%
PA
618
Pinnacle Associates
New York
$2.38M -$44.9K -198 -2%
HIC
619
Hartline Investment Corp
Illinois
$2.38M -$572K -2,523 -21%
DWA
620
Delap Wealth Advisory
Oregon
$2.34M -$94.4K -416 -4%
TAM
621
Tealwood Asset Management
Minnesota
$2.33M -$27.5K -121 -1%
BP
622
Ballentine Partners
Massachusetts
$2.33M -$54.9K -242 -2%
RWB
623
RMR Wealth Builders
New Jersey
$2.32M +$196K +862 +10%
HAG
624
HighPoint Advisor Group
Illinois
$2.32M -$43.1K -190 -2%
HH
625
Hilltop Holdings
Texas
$2.3M +$162K +715 +8%
23 24
25
26 27