We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
976
First Horizon Advisors
Tennessee
$10K -$18.8K -140 -65%
GG
977
Gleason Group
Kentucky
$10K – – –
TJHA
978
Thomas J. Herzfeld Advisors
Florida
$10K – – –
CHA
979
Carmichael Hill & Associates
Maryland
$10K +$4.02K +30 +75%
AIM
980
Arcadia Investment Management
Michigan
$10K +$9.92K +74 New
ADL
981
Asset Dedication LLC
California
$9K – – –
FMP
982
Financial Management Professionals
Texas
$9K +$2.82K +21 +48%
SGAM
983
Smith Group Asset Management
Texas
$8K -$1.61K -12 -18%
LWM
984
Liberty Wealth Management
California
$8K – – –
SIC
985
Salem Investment Counselors
North Carolina
$8K – – –
PGWM
986
Parisi Gray Wealth Management
New Jersey
$8K +$7.37K +55 New
CYG
987
Clean Yield Group
Vermont
$8K +$8.04K +60 New
ACM
988
AUA Capital Management
Pennsylvania
$7K – – –
BMD
989
Better Money Decisions
New Mexico
$7K – – –
HWM
990
Holloway Wealth Management
Florida
$7K – – –
TCWA
991
Ten Capital Wealth Advisors
Washington
$6K +$6.17K +46 New
RWM
992
Raffa Wealth Management
District of Columbia
$5.49K -$6.84K -51 -57%
FWM
993
Focused Wealth Management
New York
$5K – – –
UFF
994
USA Financial Formulas
Michigan
$5K +$1.21K +9 +38%
FFG
995
Ford Financial Group
California
$5K +$5.36K +40 New
LWANC
996
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
TLFA
997
True Link Financial Advisors
California
$4K +$3.75K +28 New
TFM
998
TFC Financial Management
Massachusetts
$3K -$19K -142 -88%
LIM
999
Longfellow Investment Management
Massachusetts
$3K – – –
SFO
1000
Standard Family Office
South Dakota
$3K – – –
38 39
40
41 42