We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
751
AA Financial Advisors
Ohio
$1.27M – – –
HPIA
752
Hamilton Point Investment Advisors
North Carolina
$1.26M +$96.4K +425 +9%
BIG
753
Brooklyn Investment Group
New York
$1.26M +$262K +1,153 +29%
SIA
754
SkyView Investment Advisors
New Jersey
$1.26M +$75.8K +334 +7%
BWS
755
Broadway Wealth Solutions
Texas
$1.25M +$5.9K +26 +0.5%
MMHP
756
Murphy Middleton Hinkle & Parker
Georgia
$1.24M – – –
GIC
757
Generali Investments CEE
Czech Republic
$1.23M – – –
AIP
758
Ameritas Investment Partners
Nebraska
$1.23M -$23.6K -104 -2%
AC
759
AlphaCore Capital
California
$1.23M +$1.14M +5,037 New
JWM
760
JGP Wealth Management
Oregon
$1.21M +$14.7K +65 +1%
CI
761
Cigna Investments
Connecticut
$1.21M -$22.2K -98 -2%
CNBT
762
Canandaigua National Bank & Trust
New York
$1.2M -$27.9K -123 -2%
FC
763
FORA Capital
Florida
$1.2M +$885K +3,899 +379%
BHWM
764
Bar Harbor Wealth Management
New Hampshire
$1.2M -$5.22K -23 -0.5%
HPC
765
HM Payson & Co
Maine
$1.19M -$9.53K -42 -0.9%
MCM
766
Manchester Capital Management
Vermont
$1.19M +$4.99K +22 +0.5%
IAA
767
Independent Advisor Alliance
North Carolina
$1.19M +$55.8K +246 +5%
WFI
768
West Family Investments
California
$1.19M – – –
DDC
769
DF Dent & Co
Maryland
$1.17M -$216K -953 -17%
BBL
770
Beck Bode LLC
Massachusetts
$1.17M -$1.35M -5,941 -55%
DADC
771
D.A. Davidson & Co
Montana
$1.16M -$162K -712 -13%
RDWM
772
Red Door Wealth Management
Tennessee
$1.16M +$34.7K +153 +3%
PCIA
773
Prime Capital Investment Advisors
Kansas
$1.16M +$311K +1,369 +40%
FW
774
FullCircle Wealth
Texas
$1.16M +$33.6K +148 +3%
BA
775
Bridgewater Advisors
New York
$1.15M +$1.18M +5,196 New
29 30
31
32 33