We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1151
Pointe Capital Management
Michigan
$340K – – –
CH
1152
Cromwell Holdings
Wyoming
$339K – – –
AW
1153
Alteri Wealth
California
$339K -$46.7K -206 -13%
NAAA
1154
New Age Alpha Advisors
New York
$338K -$53.8K -237 -15%
RCP
1155
Rothschild Capital Partners
New York
$337K – – –
OWP
1156
ORG Wealth Partners
Texas
$334K +$311K +1,369 New
SEIA
1157
Signature Estate & Investment Advisors
California
$332K +$4.76K +21 +2%
CT
1158
Colonial Trust
South Carolina
$331K +$4.76K +21 +2%
MW
1159
Marcum Wealth
Ohio
$331K -$1.13K -5 -0.4%
LAS
1160
Legacy Advisory Services
Pennsylvania
$330K +$908 +4 +0.3%
RHJA
1161
Rice Hall James & Associates
California
$329K – – –
VCP
1162
Verus Capital Partners
Arizona
$328K -$7.03K -31 -2%
BIAS
1163
Beacon Investment Advisory Services
New Jersey
$328K +$37.9K +167 +14%
FMII
1164
Farmers & Merchants Investments Inc
Nebraska
$327K – – –
HWA
1165
HCR Wealth Advisors
California
$327K – – –
FH
1166
FWG Holdings
Florida
$325K +$227 +1 +0.1%
RWM
1167
Revisor Wealth Management
Ohio
$324K +$302K +1,329 New
MEG
1168
Millstone Evans Group
Colorado
$323K – – –
HCM
1169
Hollencrest Capital Management
California
$323K -$6.81K -30 -2%
BB
1170
Busey Bank
Illinois
$322K +$12K +53 +4%
PIP
1171
Peachtree Investment Partners
Florida
$321K +$298K +1,315 New
IAIM
1172
International Assets Investment Management
Florida
$320K -$126K -556 -30%
TWM
1173
Trueblood Wealth Management
Ohio
$320K +$58.3K +257 +24%
RA
1174
RFG Advisory
Alabama
$319K -$9.07K -40 -3%
OL
1175
OneFund LLC
Florida
$318K +$227 +1 +0.1%
45 46
47
48 49