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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
551
MSI Financial Services
Massachusetts
$41K +$1.16K +20 +3%
BL
552
Balentine LLC
Georgia
$39K -$24.8K -430 -38%
PI
553
PineBridge Investments
New York
$37K +$37.9K +656 New
SF
554
Synovus Financial
Georgia
$31K -$462 -8 -1%
IMS
555
Index Management Solutions
Pennsylvania
$31K +$11.8K +205 +61%
FANJ
556
Financial Architects (New Jersey)
New Jersey
$29K +$7.86K +136 +37%
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$28K -$8.95K -155 -24%
NCM
558
Nelson Capital Management
California
$28K – – –
KCM
559
Karp Capital Management
California
$28K +$8.78K +152 +43%
VIA
560
Vident Investment Advisory
Georgia
$28K +$28.7K +497 New
KCPG
561
Kavar Capital Partners Group
Kansas
$28K +$28.9K +500 New
PMFA
562
Plante Moran Financial Advisors
Michigan
$24K +$17.6K +305 +250%
CFA
563
Carroll Financial Associates
North Carolina
$23K – – –
GAM
564
Gemmer Asset Management
California
$23K – – –
QAM
565
QCI Asset Management
New York
$18K – – –
PCM
566
Prelude Capital Management
New York
$16K +$16.5K +286 New
FCCM
567
First City Capital Management
Georgia
$15.1K +$3.81K +66 +33%
AW
568
Alpha Windward
Massachusetts
$15K -$3.58K -62 -19%
TFO
569
Tarbox Family Office
California
$15K – – –
S
570
SignatureFD
Georgia
$14K +$13.9K +241 New
DAM
571
Delta Asset Management
Tennessee
$13K – – –
MWP
572
MYCIO Wealth Partners
Pennsylvania
$12K – – –
LNB
573
Ledyard National Bank
$11K – – –
MA
574
MCF Advisors
Kentucky
$11K +$58 +1 +0.5%
SSB
575
Sandy Spring Bank
Maryland
$11K +$5.14K +89 +89%
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