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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MFBTD
701
MB Financial Bank - Trust Department
Illinois
$10K – – –
MAM
702
Meeder Asset Management
Ohio
$10K – – –
NC
703
NewSquare Capital
Pennsylvania
$10K – – –
OFW
704
Omnia Family Wealth
Florida
$10K +$3.7K +49 +66%
FAM
705
Fred Alger Management
New York
$9K – – –
QAM
706
QCI Asset Management
New York
$9K – – –
PA
707
Perennial Advisors
New York
$9K +$9.06K +120 New
AWMS
708
Advocacy Wealth Management Services
Georgia
$8K – – –
MA
709
MCF Advisors
Kentucky
$8K – – –
PK
710
Pflug Koory
Nebraska
$8K – – –
PO
711
Private Ocean
California
$8K – – –
SCA
712
Stuart Chaussee & Associates
California
$8K – – –
AAP
713
Arax Advisory Partners
Colorado
$8K +$6.12K +81 +426%
MIM
714
Macroview Investment Management
Maryland
$8K +$7.78K +103 New
CB
715
Community Bank
New York
$7K +$7.02K +93 New
HIM
716
Hillsdale Investment Management
Ontario, Canada
$6K -$378 -5 -6%
AP
717
Atwood & Palmer
Missouri
$6K – – –
BC
718
Barnett & Company
Tennessee
$6K – – –
LWM
719
Lenox Wealth Management
Ohio
$6K +$5.66K +75 New
MCM
720
MV Capital Management
Maryland
$5K -$2.72K -36 -35%
AF
721
Allworth Financial
California
$5K -$2.04K -27 -29%
CHP
722
Cable Hill Partners
Oregon
$5K – – –
FMP
723
Financial Management Professionals
Texas
$4K – – –
OC
724
Oakworth Capital
Alabama
$4K – – –
TDC
725
Thompson Davis & Co
Virginia
$4K – – –
27 28
29
30 31