We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
701
Rodgers Brothers
Pennsylvania
$492K – – –
KFP
702
KB Financial Partners
New Jersey
$492K +$29.8K +197 +6%
CFB
703
Cullen/Frost Bankers
Texas
$491K -$17.2K -114 -3%
KBFS
704
Kohmann Bosshard Financial Services
Ohio
$491K – – –
BA
705
Bridgewater Advisors
New York
$491K +$2.27K +15 +0.5%
OCG
706
Opus Capital Group
Ohio
$490K -$166K -1,100 -25%
BIP
707
Blueprint Investment Partners
North Carolina
$489K +$147K +973 +43%
MC
708
Moors & Cabot
Massachusetts
$485K -$31.6K -209 -6%
TBA
709
Tower Bridge Advisors
Pennsylvania
$485K -$30.2K -200 -6%
RW
710
REDW Wealth
New Mexico
$483K – – –
DWT
711
Dorsey & Whitney Trust
South Dakota
$482K – – –
LIM
712
Leavell Investment Management
Alabama
$477K +$476K +3,150 New
PCS
713
Personal CFO Solutions
New Jersey
$474K -$1.21K -8 -0.3%
SWM
714
Stockman Wealth Management
Montana
$471K +$4.24K +28 +0.9%
DWM
715
Defined Wealth Management
Oregon
$469K – – –
KIG
716
Kessler Investment Group
Indiana
$467K -$9.98K -66 -2%
WFPG
717
Waller Financial Planning Group
Ohio
$463K +$1.66K +11 +0.4%
DY
718
Dowling & Yahnke
California
$462K +$160K +1,056 +53%
KPW
719
Kore Private Wealth
New York
$461K +$49.9K +330 +12%
IDBONY
720
Israel Discount Bank of New York
New York
$458K +$458K +3,028 New
PAS
721
Park Avenue Securities
New York
$457K +$37.8K +250 +9%
CAI
722
Capital Advisors Inc
Oklahoma
$455K – – –
NSAM
723
North Star Asset Management
Wisconsin
$453K +$36.5K +241 +9%
NIM
724
NuWave Investment Management
New Jersey
$451K +$450K +2,977 New
QT
725
Quantamental Technologies
New York
$450K +$450K +2,973 New
27 28
29
30 31