We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1526
Aspect Partners
Virginia
$15.4K -$1.13K -5 -7%
CWM
1527
Copia Wealth Management
Oregon
$15.1K – – –
PCM
1528
Perritt Capital Management
Illinois
$14.9K – – –
PK
1529
Pflug Koory
Nebraska
$14.9K – – –
TLA
1530
Tanglewood Legacy Advisors
Texas
$14.9K – – –
NCM
1531
Northwest Capital Management
Oregon
$14.2K – – –
AWM
1532
Abound Wealth Management
Tennessee
$14.1K -$9.53K -42 -42%
EWM
1533
Evermay Wealth Management
Virginia
$13.4K – – –
RCM
1534
Richardson Capital Management
Wisconsin
$13.4K +$12.5K +55 New
HFS
1535
Hughes Financial Services
Virginia
$13.4K +$12.5K +55 New
CAM
1536
Creekmur Asset Management
Illinois
$13.2K -$3.63K -16 -23%
RWM
1537
Raffa Wealth Management
District of Columbia
$12.4K – – –
BFPW
1538
BOK Financial Private Wealth
Colorado
$12.2K +$9.53K +42 +525%
BI
1539
Binnacle Investments
Iowa
$11.7K +$10.9K +48 New
AW
1540
Avion Wealth
Texas
$11K – – –
CI
1541
Clal Insurance
Israel
$11K +$8.62K +38 +475%
RDFA
1542
Ritter Daniher Financial Advisory
Ohio
$11K – – –
IRC
1543
Investors Research Corp
Georgia
$11K +$10.2K +45 New
HWM
1544
Horizons Wealth Management
North Carolina
$10.7K – – –
ETS
1545
ESL Trust Services
New York
$10.5K – – –
FWA
1546
Flagship Wealth Advisors
Massachusetts
$10.5K – – –
RTL
1547
Red Tortoise LLC
Georgia
$10.5K – – –
TWD
1548
True Wealth Design
Ohio
$10.3K +$3.86K +17 +68%
CT
1549
Coastline Trust
Rhode Island
$10.2K – – –
OA
1550
Operose Advisors
Wisconsin
$10K -$3.86K -17 -29%
60 61
62
63 64