We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
851
Stratos Wealth Partners
Ohio
$621K -$160K -801 -21%
CCG
852
Ceeto Capital Group
Florida
$618K +$598K +3,000 New
9WM
853
9258 Wealth Management
Ohio
$612K +$399 +2 +0.1%
SFP
854
Sweet Financial Partners
Minnesota
$611K -$1.33M -6,680 -69%
BRWA
855
B. Riley Wealth Advisors
Florida
$609K +$118K +591 +23%
AWA
856
Archvest Wealth Advisors
California
$609K – – –
PCP
857
Proficio Capital Partners
Massachusetts
$602K +$7.37K +37 +1%
WSFS
858
Wilmington Savings Fund Society
Delaware
$601K +$581K +2,917 New
XSC
859
X-Square Capital
Puerto Rico
$599K +$24.1K +121 +4%
LWAM
860
Legacy Wealth Asset Management
Minnesota
$594K +$4.38K +22 +0.8%
SG
861
Strid Group
Pennsylvania
$592K – – –
KA
862
Kearns & Associates
California
$589K – – –
AC
863
Avestar Capital
New York
$586K +$90.1K +452 +19%
SIM
864
Sentry Investment Management
Wisconsin
$584K – – –
OCBCO
865
Oversea-Chinese Banking Corp (OCBC)
Singapore
$584K -$887K -4,452 -61%
WANY
866
Wealthspire Advisors (New York)
New York
$580K -$41.9K -210 -7%
SWM
867
Sterling Wealth Management
Illinois
$579K – – –
RCM
868
Requisite Capital Management
Texas
$579K – – –
MA
869
Montag & Associates
Georgia
$577K – – –
FIA
870
Foundations Investment Advisors
Arizona
$576K +$1.4K +7 +0.3%
MWM
871
Meritas Wealth Management
California
$571K – – –
FFA
872
Florida Financial Advisors
Florida
$568K -$10.8K -54 -2%
TCOT
873
Trust Company of Toledo
Ohio
$567K +$101K +508 +23%
JSW
874
Journey Strategic Wealth
New Jersey
$566K +$115K +578 +27%
PPWP
875
Premier Path Wealth Partners
New Jersey
$558K -$39.3K -197 -7%
33 34
35
36 37