We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
701
Powell Investment Advisors
Florida
$203K – – –
FC
702
FORA Capital
Florida
$202K -$854K -8,013 -77%
PRC
703
Pearl River Capital
Michigan
$201K +$248K +2,324 New
PA
704
Procyon Advisors
Connecticut
$184K -$8.1K -76 -3%
MSFP
705
Mark Sheptoff Financial Planning
Connecticut
$182K – – –
NIT
706
NumerixS Investment Technologies
British Columbia, Canada
$173K +$213K +2,000 New
CF
707
Centaurus Financial
California
$171K -$16.1K -151 -7%
NB
708
Nicolet Bankshares
Wisconsin
$171K – – –
CIM
709
Contravisory Investment Management
Massachusetts
$171K +$112K +1,047 +112%
PCM
710
Penserra Capital Management
California
$170K +$27.2K +255 +18%
CFA
711
Carroll Financial Associates
North Carolina
$169K +$213 +2 +0.1%
NIM
712
NuWave Investment Management
New Jersey
$166K +$175K +1,644 +596%
APW
713
Acima Private Wealth
Virginia
$163K – – –
RMC
714
Resources Management Corp
Connecticut
$160K – – –
CFG
715
CKW Financial Group
Hawaii
$156K – – –
LGWM
716
Litman Gregory Wealth Management
California
$156K – – –
SSB
717
Sandy Spring Bank
Maryland
$152K -$8.21K -77 -4%
IA
718
IFP Advisors
Florida
$149K +$14.2K +133 +8%
KPW
719
Kore Private Wealth
New York
$142K +$38.7K +363 +28%
CA
720
Clearstead Advisors
Ohio
$141K +$174K +1,635 New
AF
721
Advisornet Financial
Minnesota
$140K -$33.5K -314 -16%
EP
722
Eudaimonia Partners
Tennessee
$140K +$64.9K +609 +61%
NICM
723
Neo Ivy Capital Management
New York
$139K +$171K +1,603 New
RA
724
Rational Advisors
New York
$135K -$1.94M -18,151 -92%
CC
725
Colrain Capital
Massachusetts
$130K -$107K -1,000 -40%
27 28
29
30 31