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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
551
Enterprise Financial Services Corp (EFSC)
Missouri
$37K – – –
IC
552
Intersect Capital
California
$37K – – –
PSI
553
Pinnacle Summer Investments
Virginia
$36K – – –
SF
554
Synovus Financial
Georgia
$30K +$451 +8 +1%
NCM
555
Nelson Capital Management
California
$28K – – –
CG
556
Colony Group
Massachusetts
$24K -$13.1K -232 -35%
GAM
557
Gemmer Asset Management
California
$23K – – –
CFA
558
Carroll Financial Associates
North Carolina
$22K – – –
FANJ
559
Financial Architects (New Jersey)
New Jersey
$21K -$12.4K -220 -37%
KCM
560
Karp Capital Management
California
$20K +$19.7K +350 New
IMS
561
Index Management Solutions
Pennsylvania
$19K -$18.1K -321 -49%
AW
562
Alpha Windward
Massachusetts
$18K – – –
QAM
563
QCI Asset Management
New York
$18K – – –
ZB
564
Zions Bancorporation
Utah
$18K +$18K +319 New
TFO
565
Tarbox Family Office
California
$15K – – –
CBT
566
Central Bank & Trust
Kentucky
$14K -$14.1K -250 -50%
DAM
567
Delta Asset Management
Tennessee
$13K – – –
MWP
568
MYCIO Wealth Partners
Pennsylvania
$12K – – –
FCCM
569
First City Capital Management
Georgia
$11.2K – – –
LNB
570
Ledyard National Bank
$11K – – –
MA
571
MCF Advisors
Kentucky
$11K +$56 +1 +0.5%
MUS
572
Mitsubishi UFJ Securities
Japan
$11K +$10.7K +190 New
FPFS
573
First Personal Financial Services
North Carolina
$10K – – –
HPBT
574
High Point Bank & Trust
North Carolina
$9K – – –
OC
575
Oakworth Capital
Alabama
$8K – – –
21 22
23
24 25