We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1026
Cornerstone Advisory
Maryland
$367K -$42.8K -229 -10%
RP
1027
Riverwater Partners
Wisconsin
$366K +$93.3K +499 +34%
TPA
1028
Trivium Point Advisory
Connecticut
$364K -$157K -838 -30%
CWP
1029
Curated Wealth Partners
California
$363K +$366K +1,959 New
CFG
1030
CKW Financial Group
Hawaii
$363K +$935 +5 +0.3%
NFC
1031
Northstar Financial Companies
Pennsylvania
$362K +$2.62K +14 +0.7%
NL
1032
NWAM LLC
Washington
$362K -$26K -139 -7%
PA
1033
PharVision Advisers
Florida
$361K +$119K +637 +49%
FIA
1034
Foundations Investment Advisors
Arizona
$361K -$37.4K -200 -9%
JTWM
1035
Jackson Thornton Wealth Management
Alabama
$359K -$78.7K -421 -18%
PVI
1036
Pine Valley Investments
New Jersey
$358K +$374 +2 +0.1%
VF
1037
Vest Financial
Virginia
$358K +$80.2K +429 +29%
TWA
1038
Talisman Wealth Advisors
New Jersey
$356K -$23.7K -127 -6%
APW
1039
Acima Private Wealth
Virginia
$356K – – –
TBA
1040
Tower Bridge Advisors
Pennsylvania
$355K -$1.31K -7 -0.4%
VAG
1041
VisionPoint Advisory Group
Texas
$354K +$36.4K +195 +11%
FWP
1042
FAS Wealth Partners
Kansas
$354K +$97K +519 +37%
HIP
1043
HUB Investment Partners
Texas
$354K +$357K +1,908 New
CP
1044
CenterBook Partners
Connecticut
$354K +$356K +1,906 New
GAM
1045
GEM Asset Management
Michigan
$354K -$935 -5 -0.3%
MFA
1046
Mayflower Financial Advisors
Massachusetts
$352K -$137K -732 -28%
AA
1047
Alta Advisers
United Kingdom
$348K -$74.8K -400 -18%
MWM
1048
Maridea Wealth Management
New York
$348K +$123K +656 +54%
CIA
1049
Caerus Investment Advisors
Texas
$347K +$350K +1,871 New
LWCFA
1050
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$347K -$253K -1,352 -41%
40 41
42
43 44