We are live on ! Find out more
MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
C
1401
Covestor
United Kingdom
$46K -$2.26K -11 -5%
FUBT
1402
First United Bank & Trust
Maryland
$43.5K
HDIM
1403
Hanson & Doremus Investment Management
Vermont
$43K +$10.5K +51 +31%
Loomis, Sayles & Company
1404
Loomis, Sayles & Company
Massachusetts
$42.1K +$823 +4 +2%
BSB
1405
Bangor Savings Bank
Maine
$41.5K
SHIM
1406
Stone House Investment Management
Pennsylvania
$40.2K -$1.23K -6 -3%
CYG
1407
Clean Yield Group
Vermont
$38.9K
BIA
1408
Bell Investment Advisors
California
$38.7K -$823 -4 -2%
AFG
1409
Albion Financial Group
Utah
$38.7K +$2.47K +12 +7%
FPF
1410
First Pacific Financial
Washington
$37.9K +$206 +1 +0.5%
CAL
1411
Capital Advisors Ltd
Ohio
$37K -$10.3K -50 -22%
RL
1412
Rogco LP
Oklahoma
$36.9K
FWM
1413
FSA Wealth Management
Massachusetts
$36.7K
FFA
1414
Frazier Financial Advisors
Ohio
$36.5K -$206 -1 -0.5%
CIR
1415
Clear Investment Research
Georgia
$35.1K +$6.99K +34 +24%
JWM
1416
JPL Wealth Management
Colorado
$34.9K +$35.6K +173 New
CAL
1417
Capital Analysts LLC
Pennsylvania
$34K +$206 +1 +0.6%
TCM
1418
TD Capital Management
Tennessee
$33.6K +$206 +1 +0.6%
CH
1419
Canton Hathaway
Rhode Island
$33K
JWA
1420
JFS Wealth Advisors
Pennsylvania
$32.9K +$617 +3 +2%
DWM
1421
Dogwood Wealth Management
Kansas
$32K -$349K -1,695 -91%
TCM
1422
TruNorth Capital Management
Michigan
$31.8K +$32.5K +158 New
FLP
1423
Financial Life Planners
Arizona
$31.7K +$32.3K +157 New
ADL
1424
Asset Dedication LLC
California
$31K
ITIM
1425
Indiana Trust & Investment Management
Indiana
$30.4K