We are live on ! Find out more
MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
801
Meridian Wealth Advisors
Texas
$309K +$605 +4 +0.2%
AHB
802
Abner Herrman & Brock
New Jersey
$309K +$1.36K +9 +0.4%
LBD
803
Landsberg Bennett & Dubbaneh
Florida
$309K +$7.71K +51 +3%
WCWM
804
Willow Creek Wealth Management
California
$307K
S
805
Surevest
California
$305K +$2.27K +15 +0.8%
CFD
806
Creative Financial Designs
Indiana
$305K +$5.9K +39 +2%
CIC
807
Chilton Investment Company
Connecticut
$304K +$304K +2,008 New
WSTAM
808
Wilbanks Smith & Thomas Asset Management
Virginia
$303K -$15.1K -100 -5%
AA
809
Advisory Alpha
Michigan
$303K
HAIM
810
Hunter Associates Investment Management
Pennsylvania
$303K
WB
811
WesBanco Bank
West Virginia
$303K +$11.2K +74 +4%
SCI
812
S&CO Inc
Massachusetts
$302K
FA
813
Faithward Advisors
Pennsylvania
$301K +$1.06K +7 +0.4%
IBOK
814
Independence Bank of Kentucky
Kentucky
$300K -$251K -1,660 -46%
NB
815
Nicolet Bankshares
Wisconsin
$300K
PA
816
Procyon Advisors
Connecticut
$298K +$11.3K +75 +4%
APWM
817
Atlas Private Wealth Management
New York
$298K +$31.9K +211 +12%
MPPW
818
Mitchell & Pahl Private Wealth
Oklahoma
$295K
KCM
819
Kanawha Capital Management
Virginia
$294K
CFG
820
CKW Financial Group
Hawaii
$293K
PLFAM
821
Pineno Levin & Ford Asset Management
Virginia
$292K
FHB
822
First Hawaiian Bank
Hawaii
$290K -$24.4K -161 -8%
BP
823
BBR Partners
New York
$290K
VFA
824
Valeo Financial Advisors
Indiana
$289K +$289K +1,911 New
DBT
825
Dubuque Bank & Trust
Iowa
$288K -$15K -99 -5%