We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
976
Alera Investment Advisors
Illinois
$418K +$408K +1,986 New
FMLI
977
Fukoku Mutual Life Insurance
Japan
$418K -$65.9K -321 -14%
CA
978
Commerzbank Aktiengesellschaft
Germany
$418K +$26.7K +130 +7%
MFA
979
Mayflower Financial Advisors
Massachusetts
$416K +$14.6K +71 +4%
WCM
980
Wallace Capital Management
Texas
$413K – – –
APP
981
Avantax Planning Partners
Iowa
$412K +$205 +1 +0.1%
ATPW
982
Ashton Thomas Private Wealth
Arizona
$412K -$239K -1,162 -37%
MCM
983
Mattern Capital Management
Colorado
$411K +$84K +409 +27%
WCWM
984
Willow Creek Wealth Management
California
$409K -$1.64K -8 -0.4%
MG
985
Mather Group
Illinois
$407K +$71.5K +348 +21%
CFG
986
CKW Financial Group
Hawaii
$407K +$822 +4 +0.2%
IAS
987
Insigneo Advisory Services
Florida
$405K +$24K +117 +7%
EH
988
Equitable Holdings
New York
$405K +$25.1K +122 +7%
JAG
989
Journey Advisory Group
Kentucky
$405K – – –
RBC
990
Roble Belko & Company
Pennsylvania
$402K -$81.3K -396 -17%
PDL
991
Portfolio Design Labs
California
$400K +$14K +68 +4%
CCG
992
Cypress Capital Group
Florida
$399K – – –
AC
993
Allstate Corporation
Illinois
$399K – – –
LAM
994
L2 Asset Management
Massachusetts
$397K +$35.7K +174 +10%
SWP
995
Strategic Wealth Partners
Ohio
$397K +$41.1K +200 +12%
OL
996
Optas LLC
Texas
$397K +$1.03K +5 +0.3%
APW
997
Acima Private Wealth
Virginia
$396K – – –
HWMO
998
Heritage Wealth Management (Ohio)
Ohio
$396K +$380K +1,852 New
SWM
999
SeaCrest Wealth Management
New York
$396K +$3.49K +17 +0.9%
MWM
1000
Modera Wealth Management
New Jersey
$395K -$8.22K -40 -2%
38 39
40
41 42