We are live on ! Find out more
MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
601
V-Square Quantitative Management
Illinois
$2.11M +$117K +570 +6%
ST
602
Sageworth Trust
Pennsylvania
$2.1M +$2.14M +10,405 New
RWM
603
Ritholtz Wealth Management
New York
$2.09M -$57.2K -278 -3%
CW
604
CreativeOne Wealth
Kansas
$2.08M -$5.09M -24,769 -71%
DCM
605
Donaldson Capital Management
Indiana
$2.07M -$50M -243,054 -96%
TC
606
TwinBeech Capital
New York
$2.07M -$13.6M -66,252 -87%
BCWM
607
Bartlett & Co Wealth Management
Ohio
$2.06M -$34.6K -168 -2%
PA
608
Pinnacle Associates
New York
$2.06M +$63.1K +307 +3%
ATPW
609
Ashton Thomas Private Wealth
Arizona
$2.05M +$458K +2,225 +28%
FFS
610
Founders Financial Securities
Maryland
$2.04M +$1.33M +6,451 +175%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$2.04M -$1.44K -7 -0.1%
CK
612
Cohen Klingenstein
New York
$2.02M
WAP
613
Wealthcare Advisory Partners
Pennsylvania
$2.01M +$13.6K +66 +0.7%
HH
614
Hilltop Holdings
Texas
$2.01M +$119K +577 +6%
WA
615
Wealth Alliance
New York
$1.99M +$146K +711 +8%
CFG
616
Citizens Financial Group
Rhode Island
$1.99M +$430K +2,091 +27%
CC
617
Courier Capital
New York
$1.99M +$4.53K +22 +0.2%
KC
618
Kepler Cheuvreux
$1.98M +$2.02M +9,834 New
MAS
619
Meeder Advisory Services
Ohio
$1.92M +$47.1K +229 +2%
PCM
620
Palouse Capital Management
Washington
$1.92M +$1.96M +9,525 New
BMCM
621
Bryn Mawr Capital Management
Pennsylvania
$1.91M +$631K +3,070 +48%
Jones Financial Companies
622
Jones Financial Companies
Missouri
$1.9M +$206K +1,000 +12%
Balyasny Asset Management
623
Balyasny Asset Management
Illinois
$1.9M +$971K +4,719 +101%
BP
624
Ballentine Partners
Massachusetts
$1.89M -$97.7K -475 -5%
RFC
625
Regions Financial Corp
Alabama
$1.86M -$87K -423 -4%