We are live on ! Find out more
MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
901
Atomi Financial Group
New York
$700K -$137K -608 -16%
DSC
902
Duncker Streett & Co
Missouri
$700K
CGL
903
Clarius Group LLC
Washington
$696K +$23.7K +105 +3%
IWC
904
Integrated Wealth Concepts
Massachusetts
$695K -$263K -1,163 -27%
EI
905
Ellevest Inc
New York
$695K +$21.9K +97 +3%
PGA
906
Portland Global Advisors
Maine
$692K +$715K +3,165 New
RB
907
Rodgers Brothers
Pennsylvania
$689K -$22.6K -100 -3%
SWM
908
Spire Wealth Management
Virginia
$688K -$2.75M -12,190 -79%
NO
909
Ninety One
South Africa
$687K -$21.7K -96 -3%
BFA
910
Bill Few Associates
Pennsylvania
$685K
FFA
911
Florida Financial Advisors
Florida
$684K -$4.06K -18 -0.6%
GIA
912
Gateway Investment Advisers
Ohio
$683K -$24.6K -109 -3%
MLA
913
My Legacy Advisors
Oregon
$683K +$81.5K +361 +13%
DA
914
Dover Advisors
Virginia
$678K -$491K -2,177 -41%
DWM
915
Dakota Wealth Management
Florida
$670K +$7.9K +35 +1%
VC
916
Vicus Capital
Pennsylvania
$667K +$2.48K +11 +0.4%
NSAM
917
North Star Asset Management
Wisconsin
$662K
SCM
918
SOL Capital Management
Maryland
$662K
FC
919
Farringdon Capital
United Kingdom
$655K +$676K +2,994 New
GFP
920
Gryphon Financial Partners
Ohio
$653K +$135K +596 +25%
DIM
921
Delta Investment Management
California
$653K -$5.19K -23 -0.8%
PFA
922
Pure Financial Advisors
California
$648K +$212K +941 +47%
MC
923
Moors & Cabot
Massachusetts
$637K +$266K +1,177 +68%
MSCM
924
McElhenny Sheffield Capital Management
Texas
$633K +$189K +838 +41%
SL
925
SWMG LLC
Texas
$629K +$82.2K +364 +14%