We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1326
Fiduciary Planning
Florida
$211K +$677 +3 +0.3%
HTC
1327
Haverford Trust Company
Pennsylvania
$210K -$17.2K -76 -7%
BOM
1328
Bank of Marin
California
$209K +$26K +115 +14%
BWL
1329
Bogart Wealth LLC
Virginia
$209K +$19.6K +87 +10%
APW
1330
Austin Private Wealth
Texas
$208K -$120K -533 -36%
BONST
1331
Bank of Nova Scotia Trust
Ontario, Canada
$207K +$13.5K +60 +7%
OFO
1332
OneAscent Family Office
Alabama
$207K -$242K -1,072 -53%
UAG
1333
United Advisor Group
Ohio
$207K +$213K +945 New
HIG
1334
Heritage Investment Group
Florida
$206K – – –
AIA
1335
Alternative Investment Advisors
Florida
$204K +$211K +935 New
KFS
1336
Kelly Financial Services
Massachusetts
$204K +$3.61K +16 +2%
FHC
1337
First Heartland Consultants
Missouri
$204K +$211K +934 New
PWM
1338
Palumbo Wealth Management
New York
$204K -$4.29K -19 -2%
PIA
1339
Pinion Investment Advisors
Kansas
$203K +$19.6K +87 +10%
BHBT
1340
Burke & Herbert Bank & Trust
Virginia
$203K – – –
LSA
1341
Leonteq Securities AG
Switzerland
$203K -$3.84K -17 -2%
OCM
1342
Osterweis Capital Management
California
$203K +$208K +922 +18,440%
OPWM
1343
Oxinas Partners Wealth Management
Indiana
$200K – – –
FHA
1344
First Horizon Advisors
Tennessee
$197K +$42.4K +188 +26%
ANBT
1345
American National Bank & Trust
Texas
$194K -$5.87K -26 -3%
NFSG
1346
Newbridge Financial Services Group
Florida
$191K +$180K +796 +1,008%
AF
1347
Advisornet Financial
Minnesota
$186K +$10.6K +47 +6%
CCM
1348
Chilton Capital Management
Texas
$178K +$3.39K +15 +2%
PPA
1349
Painted Porch Advisors
California
$178K -$18.1K -80 -9%
CM
1350
Capula Management
Cayman Islands
$176K +$66.6K +295 +58%
52 53
54
55 56