We are live on ! Find out more
MRSH icon

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1101
EWA LLC
Pennsylvania
$254K -$12.2K -73 -5%
BCG
1102
Breakwater Capital Group
New Jersey
$254K +$23.6K +141 +10%
MWM
1103
Maridea Wealth Management
New York
$254K -$374K -2,235 -59%
IGAM
1104
iA Global Asset Management
Quebec, Canada
$253K – – –
JWWM
1105
Johnson & White Wealth Management
Pennsylvania
$252K +$2.01K +12 +0.8%
TWP
1106
Triad Wealth Partners
Kansas
$251K +$218K +1,304 New
DJSG
1107
D.J. St. Germain
Massachusetts
$251K -$9.19K -55 -4%
SFS
1108
Stiles Financial Services
Minnesota
$250K +$669 +4 +0.3%
SPC
1109
Spirepoint Private Client
Florida
$250K -$10K -60 -4%
YIM
1110
Yoffe Investment Management
Pennsylvania
$250K – – –
PIWA
1111
Prevail Innovative Wealth Advisors
Kansas
$250K +$250K +1,498 New
NI
1112
Natural Investments
California
$249K +$1K +6 +0.4%
BW
1113
BIP Wealth
Georgia
$248K +$42.8K +256 +21%
DW30
1114
Drucker Wealth 3.0
New Jersey
$247K +$6.85K +41 +3%
AWE
1115
Avidian Wealth Enterprises
Texas
$246K +$36.1K +216 +17%
PP
1116
PFS Partners
New Jersey
$246K +$669 +4 +0.3%
JESC
1117
J.E. Simmons & Co
Texas
$246K -$4.68K -28 -2%
SIM
1118
Synergy Investment Management
Florida
$244K +$5.35K +32 +2%
IIL
1119
Income Insurance Ltd
$244K – – –
DA
1120
Detalus Advisors
Missouri
$244K -$501 -3 -0.2%
ICP
1121
Ilex Capital Partners
United Kingdom
$244K +$244K +1,462 New
FWA
1122
FSM Wealth Advisors
Ohio
$241K -$33.4K -200 -12%
IG
1123
ING Group
Netherlands
$240K -$3.43M -20,546 -93%
CWP
1124
Capital Wealth Planning
Florida
$240K +$5.18K +31 +2%
AF
1125
Advisornet Financial
Minnesota
$240K +$101K +606 +73%
43 44
45
46 47