We are live on ! Find out more
MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1701
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$102K -469 Closed
PSFG
1702
Park Square Financial Group
Georgia
– -$72.2K -330 Closed
TPWA
1703
Twin Peaks Wealth Advisors
California
– -$67.5K -330 Closed
VEA
1704
Virtus ETF Advisers
New York
– -$58.2K -266 Closed
SO
1705
Sierra Ocean
California
– -$54.2K -247 Closed
NC
1706
NewSquare Capital
Pennsylvania
– -$52.5K -240 Closed
IFS
1707
Intelligent Financial Strategies
Minnesota
– -$41.3K -189 Closed
AIM
1708
Access Investment Management
Georgia
– -$39.1K -179 Closed
GC
1709
Garde Capital
Washington
– -$37.4K -171 Closed
SGC
1710
Slocum, Gordon & Co
Rhode Island
– -$19.7K -90 Closed
T
1711
Transce3nd
Texas
– -$13.8K -63 Closed
RCM
1712
Richardson Capital Management
Wisconsin
– -$12K -55 Closed
NCM
1713
Northwest Capital Management
Oregon
– -$10.5K -48 Closed
HWM
1714
Horizons Wealth Management
North Carolina
– -$9.62K -44 Closed
MWM
1715
MorganRosel Wealth Management
Colorado
– -$8.96K -41 Closed
RAM
1716
Riggs Asset Management
Pennsylvania
– -$8.09K -37 Closed
VWA
1717
VSM Wealth Advisory
Maryland
– -$7K -32 Closed
WCM
1718
WealthTrak Capital Management
Virginia
– -$7K -32 Closed
CWA
1719
Carolina Wealth Advisors
South Carolina
– -$5.47K -25 Closed
TIM
1720
Total Investment Management
Arizona
– -$5.47K -25 Closed
SC
1721
Stephens Consulting
Michigan
– -$4.81K -22 Closed
EWM
1722
Evolution Wealth Management
Florida
– -$2.4K -11 Closed
WTFG
1723
Wood Tarver Financial Group
Idaho
– -$1K -9 Closed
CIA
1724
Cape Investment Advisory
Georgia
– -$1.53K -7 Closed
IAS
1725
IMA Advisory Services
Colorado
– -$1.53K -7 Closed
66 67 68
69
70