We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
651
Savant Capital
Illinois
$2M -$197K -867 -10%
FMI
652
F/M Investments
District of Columbia
$1.98M +$1.85M +8,134 New
EWM
653
Evercore Wealth Management
New York
$1.98M -$227 -1 -0%
SC
654
Syon Capital
California
$1.97M +$101K +445 +6%
FPAS
655
Focus Partners Advisor Solutions
Missouri
$1.94M +$224K +989 +14%
RWP
656
RWA Wealth Partners
Massachusetts
$1.92M +$908 +4 +0.1%
DFCM
657
Dark Forest Capital Management
Puerto Rico
$1.92M +$1.35M +5,956 +314%
DA
658
Drake & Associates
Wisconsin
$1.91M +$367K +1,616 +26%
SBFM
659
S-Bank Fund Management
Finland
$1.91M +$1.78M +7,836 New
LF
660
Lantz Financial
Illinois
$1.89M +$5.9K +26 +0.3%
LIA
661
LS Investment Advisors
Michigan
$1.89M – – –
MTC
662
Matrix Trust Company
Colorado
$1.87M +$21.1K +93 +1%
CSIC
663
Clifford Swan Investment Counsel
California
$1.86M +$1.36K +6 +0.1%
OTL
664
Oak Thistle LLC
New York
$1.83M -$504K -2,222 -23%
VWM
665
Venturi Wealth Management
Texas
$1.83M +$4.08K +18 +0.2%
WPC
666
Wedmont Private Capital
Pennsylvania
$1.83M +$90.3K +398 +5%
LNB
667
Ledyard National Bank
$1.83M +$99.1K +437 +6%
IA
668
IFP Advisors
Florida
$1.83M +$10.7K +47 +0.6%
MCM
669
MAI Capital Management
Ohio
$1.8M +$24.1K +106 +1%
CA
670
Clearstead Advisors
Ohio
$1.8M -$150K -659 -8%
RZH
671
Relyea Zuckerberg Hanson
Connecticut
$1.79M -$227 -1 -0%
PA
672
Parallel Advisors
California
$1.78M +$64.9K +286 +4%
CCIA
673
Campbell & Co Investment Adviser
Maryland
$1.77M +$1.65M +7,254 New
TH
674
TCTC Holdings
Texas
$1.77M +$11.1K +49 +0.7%
FNT
675
First National Trust
Pennsylvania
$1.76M -$205K -904 -11%
25 26
27
28 29