We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1201
Elevation Wealth Partners
California
$28K – – –
JWA
1202
JFS Wealth Advisors
Pennsylvania
$28K – – –
AS
1203
Altshuler Shaham
Israel
$26.6K +$26.8K +140 New
AWM
1204
Avior Wealth Management
Nebraska
$26.4K – – –
AT
1205
Avalon Trust
New Mexico
$26.3K – – –
SCA
1206
Stonebridge Capital Advisors
Minnesota
$26.3K -$8.24K -43 -24%
PCFFS
1207
Pacific Center for Financial Services
California
$25.9K – – –
SC
1208
Solstein Capital
California
$25.7K – – –
SS
1209
Sunbelt Securities
Texas
$25.1K – – –
CTWM
1210
Cherry Tree Wealth Management
Minnesota
$24.5K +$7.67K +40 +45%
CTA
1211
Colonial Trust Advisors
South Carolina
$22.6K -$1.34K -7 -6%
NL
1212
NVWM LLC
Pennsylvania
$22.3K -$767 -4 -3%
ADL
1213
Asset Dedication LLC
California
$22K +$5.17K +27 +31%
CQS
1214
Credential Qtrade Securities
$21.5K – – –
AWM
1215
Abound Wealth Management
Tennessee
$20K -$2.88K -15 -13%
KFI
1216
Key Financial Inc
Pennsylvania
$19.6K – – –
PCM
1217
Perritt Capital Management
Illinois
$19.2K – – –
LWA
1218
Lowe Wealth Advisors
Maryland
$19K +$19.2K +100 New
SFG
1219
Steward Financial Group
Texas
$19K +$4.79K +25 +32%
FPF
1220
First Pacific Financial
Washington
$18.8K +$15.1K +79 +395%
SCA
1221
Stuart Chaussee & Associates
California
$18.5K – – –
DWMG
1222
DB Wealth Management Group
California
$18.3K – – –
RFG
1223
RFP Financial Group
Georgia
$18.3K – – –
SGC
1224
Slocum, Gordon & Co
Rhode Island
$17.1K – – –
MFT
1225
Moisand Fitzgerald Tamayo
Florida
$16.9K – – –
47 48
49
50 51