We are live on ! Find out more
MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
651
CIBC World Market
Ontario, Canada
$325K +$306K +3,024 New
WWM
652
Western Wealth Management
Colorado
$324K -$18.1K -179 -6%
MCM
653
Manchester Capital Management
Vermont
$324K
AC
654
Asio Capital
Kentucky
$322K -$30.4K -300 -9%
WFPG
655
Waller Financial Planning Group
Ohio
$322K +$1.22K +12 +0.4%
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$322K +$60.8K +601 +25%
BFM
657
Boston Financial Management
Massachusetts
$318K +$48.6K +480 +19%
DWT
658
Dorsey & Whitney Trust
South Dakota
$316K +$24.9K +246 +9%
AA
659
Advisory Alpha
Michigan
$315K
BG
660
Bollard Group
Massachusetts
$312K +$294K +2,908 New
CAW
661
Cornerstone Advisors (Washington)
Washington
$310K +$15.8K +156 +6%
APA
662
American Portfolios Advisors
New York
$308K -$12.7K -125 -4%
SPIA
663
Steward Partners Investment Advisory
New York
$308K +$24.7K +244 +9%
Dodge & Cox
664
Dodge & Cox
California
$307K
AWM
665
Aberdeen Wealth Management
Illinois
$307K +$43K +425 +17%
AI
666
Atom Investors
Texas
$301K +$284K +2,806 New
AIP
667
ARS Investment Partners
New York
$298K -$22.8K -225 -8%
FFA
668
First Foundation Advisors
California
$295K -$451K -4,454 -62%
NSAM
669
North Star Asset Management
Wisconsin
$295K
CIM
670
Contravisory Investment Management
Massachusetts
$295K +$77.5K +766 +39%
EMG
671
ETF Managers Group
New Jersey
$293K -$27.2K -269 -9%
AWE
672
Avidian Wealth Enterprises
Texas
$291K +$34.6K +342 +14%
RWM
673
RKL Wealth Management
Pennsylvania
$290K -$93.9K -928 -26%
WKWM
674
Walter & Keenan Wealth Management
Indiana
$290K +$273K +2,700 New
CTC
675
Central Trust Company
Missouri
$289K -$719K -7,101 -73%