We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
901
Pure Financial Advisors
California
$547K +$8.83K +43 +2%
PP
902
PDS Planning
Ohio
$547K +$11.9K +58 +2%
CWM
903
C2C Wealth Management
Arizona
$544K – – –
PD
904
Point72 (DIFC)
United Arab Emirates
$542K -$11.2M -54,482 -95%
TA
905
TFB Advisors
Kansas
$542K +$51.4K +250 +11%
LCGC
906
Legacy Capital Group California
California
$539K -$3.7K -18 -0.7%
PA
907
Procyon Advisors
Connecticut
$537K -$183K -891 -26%
KIG
908
Kessler Investment Group
Indiana
$535K +$23K +112 +5%
RW
909
REDW Wealth
New Mexico
$535K -$20.5K -100 -4%
WANY
910
Wealthspire Advisors (New York)
New York
$534K -$57.7K -281 -10%
EHWM
911
Eads & Heald Wealth Management
Georgia
$534K -$18.1K -88 -3%
FCI
912
Financial Counselors Inc
Kansas
$530K -$302K -1,468 -37%
BCB
913
Brian C. Broderick
$527K – – –
JHP
914
James Hambro & Partners
United Kingdom
$524K +$137K +667 +37%
AIP
915
ARS Investment Partners
New York
$517K – – –
DA
916
Drake & Associates
Wisconsin
$515K +$33.7K +164 +7%
BTWM
917
Brass Tax Wealth Management
Ohio
$515K +$502K +2,445 New
PI
918
PFG Investments
New York
$515K +$19.3K +94 +4%
AWM
919
Aberdeen Wealth Management
Illinois
$513K – – –
GCM
920
Gladius Capital Management
Illinois
$512K +$499K +2,429 New
GA
921
Geller Advisors
New York
$509K +$30.6K +149 +7%
OIAM
922
OFI Invest Asset Management
France
$508K +$482K +2,347 +982%
CG
923
Cynosure Group
Utah
$508K +$48.3K +235 +11%
WKWM
924
Walter & Keenan Wealth Management
Indiana
$506K -$6.16K -30 -1%
PIM
925
Penobscot Investment Management
Massachusetts
$504K +$3.08K +15 +0.6%
35 36
37
38 39