We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1276
BIP Wealth
Georgia
$209K -$13.5K -72 -6%
RMC
1277
Resources Management Corp
Connecticut
$209K – – –
KWA
1278
Kingswood Wealth Advisors
California
$209K -$26.7K -143 -11%
AWM
1279
Angeles Wealth Management
California
$209K +$210K +1,126 New
PL
1280
Perpetual Ltd
Australia
$208K +$210K +1,122 New
VW
1281
Vantus Wealth
Pennsylvania
$208K +$210K +1,121 New
AAMC
1282
Asset Allocation & Management Company
Illinois
$206K – – –
AF
1283
Atala Financial
California
$205K -$1.87K -10 -0.8%
RDWM
1284
Red Door Wealth Management
Tennessee
$205K -$1.5K -8 -0.7%
BWM
1285
Bulltick Wealth Management
Florida
$204K +$206K +1,102 New
BHBT
1286
Burke & Herbert Bank & Trust
Virginia
$204K +$205K +1,097 New
BFO
1287
Biltmore Family Office
North Carolina
$204K +$205K +1,097 New
TIA
1288
Tandem Investment Advisors
South Carolina
$203K +$205K +1,096 New
FOA
1289
Five Oceans Advisors
California
$203K -$13.1K -70 -6%
BWM
1290
Baron Wealth Management
Michigan
$201K -$26.5K -142 -12%
FHA
1291
Flagship Harbor Advisors
Massachusetts
$194K -$34K -182 -15%
VCM
1292
Versant Capital Management
Arizona
$193K +$63.4K +339 +48%
MCM
1293
MV Capital Management
Maryland
$190K +$561 +3 +0.3%
PAM
1294
Paradigm Asset Management
New York
$186K -$18.7K -100 -9%
HB
1295
Horizon Bancorp
Indiana
$183K -$13.3K -71 -7%
BWL
1296
Bogart Wealth LLC
Virginia
$181K +$1.12K +6 +0.6%
EPIMS
1297
Evelyn Partners Investment Management Services
$180K +$102K +548 +130%
OWP
1298
ORG Wealth Partners
Texas
$178K -$84.1K -450 -32%
DMIC
1299
Dixon Mitchell Investment Counsel
British Columbia, Canada
$176K +$177K +948 New
CFO
1300
CVA Family Office
Colorado
$176K -$3.74K -20 -2%
50 51
52
53 54