We are live on ! Find out more
MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
676
44 Wealth Management
Oregon
$359K +$349K +3,072 New
FHB
677
First Hawaiian Bank
Hawaii
$357K -$123K -1,084 -26%
JWM
678
JGP Wealth Management
Oregon
$357K +$70.3K +619 +24%
WFPG
679
Waller Financial Planning Group
Ohio
$354K +$1.48K +13 +0.4%
BWM
680
Buckley Wealth Management
Nevada
$353K +$8.63K +76 +3%
SPIA
681
Steward Partners Investment Advisory
New York
$353K +$14.7K +129 +4%
KFA
682
Krane Funds Advisors
New York
$352K -$35.3K -311 -9%
CAI
683
Capital Advisors Inc
Oklahoma
$351K -$11.6K -102 -3%
OIA
684
OneDigital Investment Advisors
Kansas
$351K +$24.1K +212 +8%
LSAG
685
Lake Street Advisors Group
New Hampshire
$349K -$15.1K -133 -4%
FFA
686
First Foundation Advisors
California
$347K +$24.8K +218 +8%
APA
687
American Portfolios Advisors
New York
$345K +$11.6K +102 +4%
PWPS
688
Pinnacle Wealth Planning Services
Ohio
$344K -$4.43K -39 -1%
BG
689
Bollard Group
Massachusetts
$340K
PCA
690
Personal Capital Advisors
California
$340K +$128K +1,125 +63%
Dodge & Cox
691
Dodge & Cox
California
$335K
BP
692
Ballentine Partners
Massachusetts
$335K +$22.5K +198 +7%
DWT
693
Dorsey & Whitney Trust
South Dakota
$334K -$7.73K -68 -2%
NP
694
NorthRock Partners
Minnesota
$331K -$95K -836 -23%
CG
695
Caprock Group
Idaho
$331K -$51.7K -455 -14%
RT
696
Rockland Trust
Massachusetts
$327K +$86.4K +760 +37%
WEC
697
Winslow Evans & Crocker
Massachusetts
$327K +$108K +952 +52%
NSAM
698
North Star Asset Management
Wisconsin
$322K
MAM
699
Meeder Asset Management
Ohio
$321K -$74.4K -655 -19%
SL
700
Stevard LLC
Illinois
$320K -$289K -2,544 -48%