We are live on ! Find out more
MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
676
Paulson Wealth Management
Illinois
$992K -$3.64K -19 -0.4%
NIM
677
NEOS Investment Management
Connecticut
$992K +$999K +5,211 New
ROTUOC
678
Regents of the University of California
California
$990K
MMHP
679
Murphy Middleton Hinkle & Parker
Georgia
$988K
EF
680
Empowered Funds
Pennsylvania
$984K +$209K +1,090 +27%
EIM
681
Essex Investment Management
Massachusetts
$973K -$13K -68 -1%
CWP
682
Concord Wealth Partners
Virginia
$967K +$925K +4,828 +1,916%
PGCM
683
Prescott Group Capital Management
Oklahoma
$962K +$969K +5,055 New
GW
684
GW & Wade
Massachusetts
$961K +$968K +5,050 New
HPC
685
HM Payson & Co
Maine
$959K +$143K +744 +17%
PWM
686
Perigon Wealth Management
California
$958K -$40.8K -213 -4%
SWA
687
SFMG Wealth Advisors
Texas
$949K -$15.1K -79 -2%
CAMV
688
Concord Asset Management (Virginia)
Virginia
$947K +$953K +4,975 New
MPAM
689
Murphy Pohlad Asset Management
Minnesota
$946K -$15.3K -80 -2%
VFA
690
Valeo Financial Advisors
Indiana
$945K +$76.5K +399 +9%
BFM
691
Boston Financial Management
Massachusetts
$937K -$8.05K -42 -0.8%
KWA
692
KCS Wealth Advisory
California
$931K -$162K -846 -15%
ACM
693
Allred Capital Management
Texas
$923K -$29.9K -156 -3%
DWT
694
Dorsey & Whitney Trust
South Dakota
$911K +$12.6K +66 +1%
Credit Agricole
695
Credit Agricole
France
$910K +$893K +4,657 +3,756%
PWMAG
696
Pinnacle Wealth Management Advisory Group
New Jersey
$908K +$1.73K +9 +0.2%
OQS
697
Occudo Quantitative Strategies
Florida
$908K -$2.36M -12,301 -72%
CGL
698
Clarius Group LLC
Washington
$907K -$207K -1,082 -18%
MCM
699
Manchester Capital Management
Vermont
$900K +$37.2K +194 +4%
UCFA
700
United Capital Financial Advisors
Texas
$898K -$733K -3,826 -45%