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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
651
Next Financial Group
Texas
$58K -$1.14K -17 -2%
CAW
652
Cornerstone Advisors (Washington)
Washington
$58K +$2.48K +37 +4%
IR
653
Invictus RG
Bermuda
$56K +$40.4K +603 +272%
SFS
654
Sowell Financial Services
Arkansas
$43K +$40.1K +598 New
EFSCE
655
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$2.82K +42 +7%
PCTC
656
Perkins Coie Trust Company
Washington
$38K +$37.7K +563 New
SSB
657
Sandy Spring Bank
Maryland
$37K +$29.6K +442 +442%
LA
658
Legacy Advisors
Pennsylvania
$37K +$37.5K +559 New
AC
659
Alexandria Capital
Virginia
$36K -$33.5K -500 -48%
IP
660
Intellectus Partners
California
$36K +$35.6K +531 New
NCM
661
Nelson Capital Management
California
$34K – – –
RWA
662
Ropes Wealth Advisors
Massachusetts
$34K +$33.5K +500 New
TWA
663
TCI Wealth Advisors
Arizona
$33K +$32.6K +486 New
PCP
664
Proficio Capital Partners
Massachusetts
$29K -$2.15K -32 -7%
DBT
665
Dubuque Bank & Trust
Iowa
$28K +$13.6K +203 +100%
GAM
666
Gemmer Asset Management
California
$27K – – –
JGIA
667
Jackson Grant Investment Advisers
Connecticut
$27K +$201 +3 +0.8%
PMFA
668
Plante Moran Financial Advisors
Michigan
$27K +$5.09K +76 +24%
PCM
669
Penserra Capital Management
California
$24K +$4.83K +72 +25%
BIG
670
Bellwether Investment Group
Tennessee
$24K +$23.5K +351 New
AWM
671
AllSquare Wealth Management
New York
$23K – – –
DCP
672
DSM Capital Partners
Florida
$21K – – –
ZB
673
Zions Bancorporation
Utah
$21K – – –
PA
674
Perennial Advisors
New York
$20K +$19.4K +290 New
BFEC
675
Benjamin F. Edwards & Company
Missouri
$19K -$10.1K -151 -35%
25 26
27
28 29