We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
751
Stephens Inc
Arkansas
$951K -$77.4K -377 -8%
QPWM
752
Quadrant Private Wealth Management
Pennsylvania
$949K +$11.7K +57 +1%
JWM
753
JGP Wealth Management
Oregon
$948K +$34.7K +169 +4%
BRWA
754
B. Riley Wealth Advisors
Florida
$946K +$265K +1,288 +40%
DWT
755
Dorsey & Whitney Trust
South Dakota
$944K -$124K -604 -12%
FTWA
756
Fifth Third Wealth Advisors
Ohio
$944K +$920K +4,478 New
JF
757
Jump Financial
Illinois
$937K -$52.6K -256 -5%
SIA
758
Schechter Investment Advisors
Michigan
$935K +$38.2K +186 +4%
NB
759
Nicolet Bankshares
Wisconsin
$933K +$105K +511 +13%
DAS
760
Diversify Advisory Services
Utah
$923K -$161K -784 -15%
IWC
761
Integrated Wealth Concepts
Massachusetts
$919K +$142K +689 +19%
RSWM
762
Robertson Stephens Wealth Management
California
$911K +$29.4K +143 +3%
WWM
763
Western Wealth Management
Colorado
$909K +$28.1K +137 +3%
FFA
764
Farther Finance Advisors
California
$909K +$408K +1,986 +85%
ANTB
765
AMG National Trust Bank
Colorado
$907K +$18.3K +89 +2%
ACM
766
Advance Capital Management
Michigan
$905K +$411 +2 +0%
ACM
767
Allred Capital Management
Texas
$905K -$54.4K -265 -6%
EIM
768
Essex Investment Management
Massachusetts
$902K -$89.8K -437 -9%
GCA
769
Genesee Capital Advisors
New York
$901K +$9.24K +45 +1%
SA
770
SRN Advisors
Pennsylvania
$886K – – –
NC
771
nVerses Capital
Florida
$885K +$637K +3,100 +282%
PHK
772
Point72 Hong Kong
Hong Kong
$874K -$4.07M -19,820 -83%
MTIC
773
Missouri Trust & Investment Company
Missouri
$871K -$720K -3,503 -46%
IGAM
774
iA Global Asset Management
Quebec, Canada
$868K -$1.38M -6,699 -62%
AF
775
Allworth Financial
California
$861K +$127K +620 +19%
29 30
31
32 33