We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
701
Willingdon Wealth Management
North Carolina
$83K -$3.31K -40 -4%
TWA
702
TCI Wealth Advisors
Arizona
$83K +$166 +2 +0.2%
EMG
703
ETF Managers Group
New Jersey
$77K +$9.78K +118 +14%
ZB
704
Zions Bancorporation
Utah
$76K +$76K +917 New
BFC
705
Bedel Financial Consulting
Indiana
$73K +$73.1K +883 New
CAW
706
Cornerstone Advisors (Washington)
Washington
$71K – – –
VC
707
Vestor Capital
Illinois
$71K – – –
WB
708
Webster Bank
Connecticut
$71K – – –
VCM
709
Versant Capital Management
Arizona
$69K -$4.14K -50 -6%
JCM
710
Jacobi Capital Management
Pennsylvania
$69K – – –
CCM
711
Covington Capital Management
California
$67K – – –
SPIA
712
Steward Partners Investment Advisory
New York
$67K +$27.6K +333 +69%
SIAS
713
Shine Investment Advisory Services
Colorado
$66K – – –
CIP
714
Convergence Investment Partners
Florida
$66K +$65.7K +793 New
APP
715
Avantax Planning Partners
Iowa
$66K +$66.7K +805 New
SSB
716
Sandy Spring Bank
Maryland
$61K -$11.6K -140 -16%
NIM
717
NuWave Investment Management
New Jersey
$56K +$51.3K +619 +983%
MUS
718
Mitsubishi UFJ Securities
Japan
$52K – – –
GWM
719
Geneos Wealth Management
Colorado
$51K – – –
MFW
720
Mosaic Family Wealth
Missouri
$50K – – –
FC
721
Ferris Capital
Massachusetts
$46K +$46.5K +561 New
JFGIW
722
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K -$25.7K -310 -36%
IWM
723
IHT Wealth Management
Illinois
$44K – – –
IP
724
Intellectus Partners
California
$44K – – –
WPW
725
Winthrop Partners - WNY
New York
$43.2K +$44.4K +536 New
27 28
29
30 31