We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1326
Caden Capital Partners
California
$104K +$105K +561 New
NWM
1327
Nova Wealth Management
Florida
$104K – – –
CT
1328
Colonial Trust
South Carolina
$104K -$172K -922 -62%
WETS
1329
Wealth Enhancement Trust Services
South Dakota
$104K +$104K +559 New
MNA
1330
Manning & Napier Advisors
New York
$102K – – –
JFGIW
1331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K -$3.74K -20 -4%
MSWM
1332
Mowery & Schoenfeld Wealth Management
Illinois
$99.9K -$4.11K -22 -4%
UFF
1333
USA Financial Formulas
Michigan
$99.4K -$263K -1,407 -72%
RFP
1334
Root Financial Partners
California
$99K -$16.6K -89 -14%
AIM
1335
Anchor Investment Management
South Carolina
$98.2K – – –
RAM
1336
Reflection Asset Management
South Carolina
$88.9K +$89.5K +479 New
SS
1337
SBI Securities
Japan
$88.3K +$2.99K +16 +3%
HIA
1338
Harbor Investment Advisory
Maryland
$87.9K +$2.8K +15 +3%
JGIA
1339
Jackson Grant Investment Advisers
Connecticut
$86.3K +$374 +2 +0.4%
SL
1340
Salomon & Ludwin
Virginia
$85.4K +$2.62K +14 +3%
MTI
1341
Merrithew & Thorsten Inc
California
$85K +$85.6K +458 New
HC
1342
Hara Capital
Washington
$84K – – –
ICM
1343
Islay Capital Management
Texas
$83.5K – – –
MPW
1344
MASECO Private Wealth
$83.2K +$83.7K +448 New
RFS
1345
Richardson Financial Services
Massachusetts
$82.9K -$187 -1 -0.2%
PWA
1346
Physician Wealth Advisors
Utah
$81.4K +$30.7K +164 +60%
PAI
1347
Pittenger & Anderson Inc
Nebraska
$79.6K – – –
KA
1348
Kozak & Associates
Colorado
$79.3K – – –
AGWCA
1349
Annis Gardner Whiting Capital Advisors
Florida
$78.5K -$51.8K -277 -40%
S
1350
Sachetta
Massachusetts
$78.4K -$4.11K -22 -5%
52 53
54
55 56