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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
676
Parkside Financial Bank & Trust
Missouri
$17K +$396 +5 +3%
LC
677
Landaas & Company
Wisconsin
$17K +$15.9K +200 New
GEA
678
Glen Eagle Advisors
New Jersey
$16.3K – – –
AOWM
679
Alpha Omega Wealth Management
Virginia
$16K – – –
HDIM
680
Hanson & Doremus Investment Management
Vermont
$14K – – –
MCIA
681
Mountain Capital Investment Advisors
Colorado
$14K – – –
RFM
682
Royal Fund Management
Florida
$14K +$13.7K +173 New
BFEC
683
Benjamin F. Edwards & Company
Missouri
$13K – – –
WIM
684
Westside Investment Management
California
$12.9K – – –
PFGIA
685
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
MFBTD
686
MB Financial Bank - Trust Department
Illinois
$11K – – –
NC
687
NewSquare Capital
Pennsylvania
$11K – – –
SGAM
688
Smith Group Asset Management
Texas
$10K -$2.38K -30 -20%
AWMS
689
Advocacy Wealth Management Services
Georgia
$9K – – –
QAM
690
QCI Asset Management
New York
$9K – – –
CB
691
Community Bank
New York
$8K – – –
PK
692
Pflug Koory
Nebraska
$8K – – –
PO
693
Private Ocean
California
$8K – – –
SCA
694
Stuart Chaussee & Associates
California
$8K – – –
TDC
695
Thompson Davis & Co
Virginia
$7K +$2.14K +27 +48%
VFA
696
Valeo Financial Advisors
Indiana
$7K +$6.18K +78 New
FAM
697
Fred Alger Management
New York
$6K -$4.04K -51 -43%
OFW
698
Omnia Family Wealth
Florida
$6K -$3.88K -49 -40%
AF
699
Allworth Financial
California
$6K – – –
LWM
700
Lenox Wealth Management
Ohio
$6K – – –
26 27
28
29 30