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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
651
Howe & Rusling
New York
$8K +$3.82K +57 +97%
SSB
652
Sandy Spring Bank
Maryland
$7K -$5.96K -89 -47%
TFA
653
Transamerica Financial Advisors
Florida
$7K -$201 -3 -3%
AWMS
654
Advocacy Wealth Management Services
Georgia
$7K – – –
MCM
655
MV Capital Management
Maryland
$7K +$1.94K +29 +39%
FHA
656
First Horizon Advisors
Tennessee
$6K +$4.42K +66 +236%
AP
657
Atwood & Palmer
Missouri
$5K – – –
HIM
658
Hillsdale Investment Management
Ontario, Canada
$5K – – –
BC
659
Barnett & Company
Tennessee
$5K +$5.36K +80 New
AF
660
Allworth Financial
California
$4K – – –
TDC
661
Thompson Davis & Co
Virginia
$4K – – –
FAM
662
Fred Alger Management
New York
$4K +$3.68K +55 New
CWM
663
Catamount Wealth Management
Connecticut
$4K +$3.95K +59 New
EDRH
664
Edmond de Rothschild Holding
Switzerland
$4K +$4.02K +60 New
EDRPMB
665
Edmond de Rothschild Private Merchant Banking
United Kingdom
$4K +$4.02K +60 New
FMP
666
Financial Management Professionals
Texas
$4K +$4.15K +62 New
CHP
667
Cable Hill Partners
Oregon
$4K +$4.35K +65 New
HCM
668
Herndon Capital Management
Georgia
$3K – – –
CIM
669
Contravisory Investment Management
Massachusetts
$3K +$2.95K +44 New
ACS
670
Archford Capital Strategies
Illinois
$2K -$2.68K -40 -50%
VIA
671
Vantage Investment Advisors
Pennsylvania
$2K – – –
HPBT
672
High Point Bank & Trust
North Carolina
$2K +$2.28K +34 New
FIB
673
First Interstate Bank
Montana
$2K +$2.34K +35 New
FNBT
674
FineMark National Bank & Trust
Florida
$1K – – –
KT
675
Kanaly Trust
Texas
$1K – – –
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