We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
901
Legacy Financial Advisors
Kentucky
$339K +$27.5K +155 +9%
HCPC
902
Hamilton Capital Partners (Canada)
$339K -$71K -400 -18%
LGWM
903
Litman Gregory Wealth Management
California
$339K +$319K +1,800 New
AC
904
Avestar Capital
New York
$338K +$19.5K +110 +7%
CIA
905
Choate Investment Advisors
Massachusetts
$337K +$318K +1,792 New
IAA
906
Independent Advisor Alliance
North Carolina
$337K +$30.5K +172 +11%
CT
907
Cambridge Trust
Massachusetts
$335K -$2.13K -12 -0.7%
FCAG
908
First Capital Advisors Group
New Jersey
$334K -$13.3K -75 -4%
NHT
909
New Hampshire Trust
New Hampshire
$334K – – –
SIA
910
SkyView Investment Advisors
New Jersey
$334K -$723K -4,072 -70%
CSWM
911
Cassady Schiller Wealth Management
Ohio
$332K – – –
OL
912
Optas LLC
Texas
$329K +$5.15K +29 +2%
CCP
913
Clarkston Capital Partners
Michigan
$324K – – –
BEI
914
Benjamin Edwards Inc
Missouri
$324K -$1.24K -7 -0.4%
GCM
915
Gladius Capital Management
Illinois
$324K -$163K -919 -35%
OCBCO
916
Oversea-Chinese Banking Corp (OCBC)
Singapore
$322K -$114K -642 -27%
KC
917
Kinloch Capital
Virginia
$321K -$21.1K -119 -7%
RFN
918
RDA Financial Network
Iowa
$321K -$4.61K -26 -2%
IAIM
919
Industrial Alliance Investment Management
Quebec, Canada
$320K -$2.62M -14,748 -90%
JFL
920
Jarislowsky, Fraser Ltd
Quebec, Canada
$320K – – –
MA
921
MCF Advisors
Kentucky
$319K +$184K +1,037 +158%
TFCP
922
Twin Focus Capital Partners
Massachusetts
$315K -$210K -1,181 -41%
MWM
923
Modera Wealth Management
New Jersey
$314K +$296K +1,667 New
PMFA
924
Plante Moran Financial Advisors
Michigan
$313K -$11.9K -67 -4%
SGWM
925
Sterling Group Wealth Management
California
$312K -$1.06K -6 -0.4%
35 36
37
38 39