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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
551
Integrated Wealth Management (Palm Desert)
California
$168K
MSFP
552
Mark Sheptoff Financial Planning
Connecticut
$164K
IIC
553
Integrated Investment Consultants
Michigan
$161K +$14.6K +228 +11%
JG
554
Jefferies Group
New York
$151K +$142K +2,209 New
SC
555
SRB Corp
Massachusetts
$150K -$14.6K -228 -9%
VNA
556
Valley National Advisers
Pennsylvania
$150K
FANJ
557
Financial Architects (New Jersey)
New Jersey
$146K +$105K +1,641 +326%
CF
558
CenterStar Fund
Illinois
$139K
GLI
559
Guardian Life Insurance
New York
$134K +$1.54K +24 +1%
CFG
560
CKW Financial Group
Hawaii
$130K
CI
561
Cooper Investors
Australia
$128K +$120K +1,866 New
GWM
562
Geneos Wealth Management
Colorado
$122K
SNT
563
Security National Trust
West Virginia
$119K
WTB
564
Washington Trust Bank
Washington
$115K +$3.08K +48 +3%
JIC
565
Joel Isaacson & Co
New York
$108K -$33.4K -520 -25%
NCMG
566
NCM Capital Management Group
North Carolina
$101K -$3.21K -50 -3%
CTC
567
Central Trust Company
Missouri
$96K
GBT
568
Grove Bank & Trust
Florida
$96K +$578 +9 +0.6%
SAMC
569
Shinko Asset Management Company
Japan
$93K
SBA
570
Seven Bridges Advisors
New York
$86K +$80.9K +1,260 New
TF
571
Tompkins Financial
New York
$85K +$79.3K +1,235 New
WTC
572
WhitTier Trust Company
Nevada
$82K
JCM
573
Jacobi Capital Management
Pennsylvania
$77K +$73.3K +1,142 New
AIS
574
Accurate Investment Solutions
Pennsylvania
$72K
VCM
575
Versant Capital Management
Arizona
$72K