We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
926
Drake & Associates
Wisconsin
$470K +$6.97K +35 +2%
RMCM
927
Reynders McVeigh Capital Management
Massachusetts
$468K +$33.9K +170 +8%
GA
928
Geller Advisors
New York
$467K +$8.37K +42 +2%
TWA
929
Talisman Wealth Advisors
New Jersey
$467K -$3.79K -19 -0.8%
PVI
930
Pine Valley Investments
New Jersey
$466K -$38.3K -192 -8%
IA
931
IFP Advisors
Florida
$466K – – –
TA
932
TFB Advisors
Kansas
$464K +$463K +2,323 New
OCG
933
Opus Capital Group
Ohio
$458K -$62.8K -315 -12%
QWP
934
Quotient Wealth Partners
Texas
$457K +$62.2K +312 +16%
AWA
935
Aaron Wealth Advisors
Illinois
$450K -$35.1K -176 -7%
MPI
936
Mairs & Power Inc
Minnesota
$449K +$3.79K +19 +0.9%
CG
937
Cynosure Group
Utah
$448K +$434K +2,177 New
LFA
938
Legacy Financial Advisors
Kentucky
$448K +$39.5K +198 +10%
NAS
939
Nicolet Advisory Services
Wisconsin
$442K +$28.9K +145 +7%
PMSA
940
Patrick M. Sweeney & Associates
Illinois
$440K – – –
PCM
941
Parsons Capital Management
Rhode Island
$439K – – –
DOA
942
D'Orazio & Associates
Virginia
$435K +$2.39K +12 +0.6%
BONH
943
Bank of New Hampshire
New Hampshire
$435K -$29.9K -150 -7%
CCWM
944
Cassaday & Co Wealth Management
Virginia
$434K +$10.6K +53 +3%
GWA
945
Gratus Wealth Advisors
Virginia
$434K – – –
SSWM
946
Smith Salley Wealth Management
North Carolina
$433K +$83.5K +419 +25%
SHWM
947
Smith & Howard Wealth Management
Georgia
$433K – – –
GI
948
GAMMA Investing
California
$431K +$60.4K +303 +17%
PCG
949
Prosperity Consulting Group
Maryland
$430K +$416K +2,088 New
CAM
950
Congress Asset Management
Massachusetts
$430K – – –
36 37
38
39 40