We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
876
Sylvest Advisors
Texas
$650K +$655K +3,504 New
IWC
877
Integrated Wealth Concepts
Massachusetts
$650K -$121K -645 -16%
NCM
878
Noesis Capital Mangement
Florida
$649K – – –
OIAM
879
OFI Invest Asset Management
France
$645K +$459K +2,454 +201%
AC
880
AlphaCore Capital
California
$639K -$196K -1,051 -23%
SB
881
Strategic Blueprint
Georgia
$637K -$3.55K -19 -0.6%
PE
882
PCM Encore
Colorado
$635K +$640K +3,425 New
VCA
883
Verdence Capital Advisors
Maryland
$629K -$549K -2,939 -46%
PW
884
PUREfi Wealth
Massachusetts
$627K -$145K -776 -19%
CGIM
885
Capital Group Investment Management
Singapore
$626K -$249K -1,330 -28%
AIM
886
Advyzon Investment Management
Illinois
$625K +$123K +660 +24%
LS
887
Livforsakringsbolaget Skandia
Sweden
$619K – – –
BWM
888
Buckley Wealth Management
Nevada
$618K -$8.6K -46 -1%
BTWM
889
Baker Tilly Wealth Management
Wisconsin
$609K +$98.1K +525 +19%
WFPG
890
Waller Financial Planning Group
Ohio
$604K +$2.99K +16 +0.5%
KBFS
891
Kohmann Bosshard Financial Services
Ohio
$602K – – –
PCM
892
Permanent Capital Management
Illinois
$600K +$2.99K +16 +0.5%
PAM
893
Parvin Asset Management
South Dakota
$599K – – –
SO
894
STRS Ohio
Ohio
$596K -$31.6M -169,134 -98%
CCA
895
Coign Capital Advisors
Utah
$594K +$18.5K +99 +3%
DSC
896
Duncker Streett & Co
Missouri
$594K – – –
YAIA
897
Yanni & Associates Investment Advisors
Pennsylvania
$590K +$594K +3,180 New
WJWM
898
Williams Jones Wealth Management
New York
$586K -$18.3K -98 -3%
DWM
899
Defined Wealth Management
Oregon
$586K +$1.87K +10 +0.3%
RB
900
Rodgers Brothers
Pennsylvania
$584K – – –
34 35
36
37 38