MRSH icon

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
701
Acima Private Wealth
Virginia
$188K – – –
CFG
702
CKW Financial Group
Hawaii
$187K – – –
KLWA
703
Kelly Lawrence W & Associates
California
$180K -$20K -200 -10%
SFSIG
704
San Francisco Sentry Investment Group
California
$165K -$11K -110 -6%
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$155K -$13.3K -133 -8%
EW
706
Evoke Wealth
California
$155K +$155K +1,546 New
GLI
707
Guardian Life Insurance
New York
$148K +$2.6K +26 +2%
LPIC
708
LeJeune Puetz Investment Counsel
Michigan
$131K – – –
MA
709
MUFG Americas
New York
$130K – – –
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$126K +$400 +4 +0.3%
TF
711
Tompkins Financial
New York
$124K – – –
SBSB
712
Sullivan, Bruyette, Speros & Blaney
Virginia
$121K +$121K +1,214 New
JWA
713
JFS Wealth Advisors
Pennsylvania
$120K – – –
OFS
714
Orrstown Financial Services
Pennsylvania
$113K -$23K -230 -17%
AIS
715
Accurate Investment Solutions
Pennsylvania
$105K – – –
QT
716
Quantamental Technologies
New York
$104K +$104K +1,044 New
DWA
717
Dougherty Wealth Advisers
Minnesota
$99K – – –
CCM
718
Covington Capital Management
California
$97K +$900 +9 +0.9%
CIA
719
CSat Investment Advisory
Michigan
$97K +$9.3K +93 +11%
PO
720
Private Ocean
California
$95K – – –
WWM
721
Willingdon Wealth Management
North Carolina
$93K -$6.9K -69 -7%
BFC
722
Bedel Financial Consulting
Indiana
$93K +$5K +50 +6%
SNT
723
Security National Trust
West Virginia
$91K -$2.5K -25 -3%
CIM
724
Contravisory Investment Management
Massachusetts
$87K +$12.1K +121 +16%
RWA
725
Ropes Wealth Advisors
Massachusetts
$86K -$4.8K -48 -5%
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