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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
701
Versant Capital Management
Arizona
$72K
SSB
702
Sandy Spring Bank
Maryland
$71K +$27.5K +331 +61%
JCM
703
Jacobi Capital Management
Pennsylvania
$70K -$23.8K -286 -25%
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$16.6K -200 -19%
CAW
705
Cornerstone Advisors (Washington)
Washington
$70K
VC
706
Vestor Capital
Illinois
$70K
WB
707
Webster Bank
Connecticut
$70K
PWPS
708
Pinnacle Wealth Planning Services
Ohio
$69K +$71.2K +856 New
EMG
709
ETF Managers Group
New Jersey
$67K +$9.81K +118 +17%
CCM
710
Covington Capital Management
California
$66K
Simplex Trading
711
Simplex Trading
Illinois
$66K +$68.2K +820 New
SIAS
712
Shine Investment Advisory Services
Colorado
$65K
PMFA
713
Plante Moran Financial Advisors
Michigan
$63K +$32.2K +387 +101%
SC
714
Slow Capital
California
$63K +$64.5K +776 New
TL
715
TrueWealth LLC
Georgia
$59K +$60.1K +723 New
FGC
716
Financial Gravity Companies
Texas
$56K +$56.1K +675 New
MUS
717
Mitsubishi UFJ Securities
Japan
$51K +$25.8K +310 +97%
GWM
718
Geneos Wealth Management
Colorado
$50K -$119K -1,430 -70%
MFW
719
Mosaic Family Wealth
Missouri
$50K +$50.6K +609 New
IWM
720
IHT Wealth Management
Illinois
$45K +$45.5K +547 New
YWP
721
YorkBridge Wealth Partners
New York
$44K -$2.08K -25 -5%
IP
722
Intellectus Partners
California
$43K
IBOK
723
Independence Bank of Kentucky
Kentucky
$43K +$43.6K +525 New
PCTC
724
Perkins Coie Trust Company
Washington
$42K -$4.16K -50 -9%
KA
725
Kaizen Advisory
Illinois
$40K +$41.1K +494 New