MRSH icon

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1476
Golden State Wealth Management
California
$31.9K -$2.03K -9 -6%
CIR
1477
Clear Investment Research
Georgia
$30.6K – – –
NL
1478
NVWM LLC
Pennsylvania
$30.4K -$452 -2 -1%
WIM
1479
Westside Investment Management
California
$30.3K +$24.6K +109 +363%
HT
1480
Headlands Technologies
Illinois
$29.3K +$30.3K +134 New
AIA
1481
Aventus Investment Advisors
Florida
$28.4K +$29.3K +130 New
PSB
1482
Piscataqua Savings Bank
New Hampshire
$28.2K – – –
Q1WB
1483
Quest 10 Wealth Builders
Virginia
$26.9K +$21.2K +94 +324%
CTWM
1484
Cherry Tree Wealth Management
Minnesota
$26.7K -$2.26K -10 -8%
SS
1485
Sunbelt Securities
Texas
$25.1K -$903 -4 -3%
PWMG
1486
Private Wealth Management Group
New Jersey
$24.3K -$452 -2 -2%
KFI
1487
Key Financial Inc
Pennsylvania
$23.2K – – –
HHMI
1488
Howard Hughes Medical Institute
Maryland
$23.2K +$23.9K +106 New
ACM
1489
Accent Capital Management
Ohio
$22.7K – – –
CWIG
1490
Chung Wu Investment Group
Texas
$22.3K +$23K +102 New
CTA
1491
Colonial Trust Advisors
South Carolina
$21.9K – – –
CG
1492
Curat Global
New Hampshire
$21.9K – – –
OAJ
1493
Ogorek Anthony Joseph
New York
$21K -$14.7K -65 -40%
W
1494
WealthCollab
Washington
$20.8K – – –
AWM
1495
Activest Wealth Management
Florida
$20.3K -$4.97K -22 -19%
HNW
1496
High Note Wealth
Minnesota
$19.9K -$903 -4 -4%
BOJHT
1497
Bank of Jackson Hole Trust
Wyoming
$19.7K – – –
DIP
1498
DT Investment Partners
Pennsylvania
$19.7K – – –
SGC
1499
Slocum, Gordon & Co
Rhode Island
$19.7K – – –
MFT
1500
Moisand Fitzgerald Tamayo
Florida
$19.5K – – –
58 59
60
61 62