We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
726
LMR Partners
United Kingdom
$223K +$210K +2,076 New
WB
727
WesBanco Bank
West Virginia
$218K +$205K +2,030 New
HAIM
728
Hunter Associates Investment Management
Pennsylvania
$215K +$202K +2,000 New
KFS
729
Kurt F. Somerville
$215K +$202K +2,000 New
SCI
730
S&CO Inc
Massachusetts
$215K +$202K +2,000 New
CAN
731
Cetera Advisor Networks
California
$214K -$47.1K -465 -19%
NB
732
Nicolet Bankshares
Wisconsin
$213K – – –
IEFM
733
IQ EQ Fund Management
Ireland
$213K +$201K +1,986 New
AWM
734
Argent Wealth Management
Massachusetts
$212K +$184K +1,813 New
DI
735
Diligent Investors
California
$209K +$197K +1,950 New
FA
736
Faithward Advisors
Pennsylvania
$209K +$197K +1,951 New
GA
737
Geller Advisors
New York
$208K +$196K +1,940 New
ABC
738
Associated Banc-Corp
Wisconsin
$208K +$197K +1,943 New
CFA
739
Carroll Financial Associates
North Carolina
$207K -$2.73K -27 -1%
PLFAM
740
Pineno Levin & Ford Asset Management
Virginia
$207K +$195K +1,926 New
PGFC
741
Peapack-Gladstone Financial Corp
New Jersey
$207K +$195K +1,929 New
PCA
742
Personal Capital Advisors
California
$206K +$195K +1,922 New
CFG
743
CKW Financial Group
Hawaii
$204K – – –
FIM
744
Freedom Investment Management
Connecticut
$203K +$5.77K +57 +3%
APW
745
Acima Private Wealth
Virginia
$202K – – –
KCM
746
Kanawha Capital Management
Virginia
$202K +$190K +1,881 New
RMA
747
Roffman Miller Associates
Pennsylvania
$201K +$189K +1,871 New
RMC
748
Resources Management Corp
Connecticut
$199K – – –
OPS
749
Orion Portfolio Solutions
Nebraska
$199K +$48.9K +483 +35%
LGWM
750
Litman Gregory Wealth Management
California
$193K – – –
28 29
30
31 32