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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
701
Capstone Investment Advisors
New York
$43K +$42.6K +522 New
MFW
702
Mosaic Family Wealth
Missouri
$42K -$7.84K -96 -16%
PCTC
703
Perkins Coie Trust Company
Washington
$42K
PCP
704
Proficio Capital Partners
Massachusetts
$42K +$82 +1 +0.2%
VFA
705
Valeo Financial Advisors
Indiana
$42K +$4.25K +52 +11%
AC
706
Avestar Capital
New York
$39K +$2.78K +34 +7%
WA
707
WealthTrust-Arizona
Arizona
$39K +$39.1K +479 New
YWP
708
YorkBridge Wealth Partners
New York
$38K +$980 +12 +3%
EFSCE
709
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$4.57K +56 +14%
AW
710
Alpha Windward
Massachusetts
$38K +$16.8K +206 +78%
AP
711
Atwood & Palmer
Missouri
$35K -$53.1K -650 -60%
JGIA
712
Jackson Grant Investment Advisers
Connecticut
$34K +$163 +2 +0.5%
GAM
713
Gemmer Asset Management
California
$33K
IBOK
714
Independence Bank of Kentucky
Kentucky
$33K
OC
715
Oakworth Capital
Alabama
$32K +$27.2K +333 +605%
CC
716
Claybrook Capital
Massachusetts
$29K
TFS
717
TrustCore Financial Services
Tennessee
$28K
GI
718
Gradient Investments
Minnesota
$28K +$82 +1 +0.3%
JA
719
JOYN Advisors
Georgia
$28K +$27.1K +332 +3,320%
BWM
720
BerganKDV Wealth Management
Minnesota
$28K +$27.7K +339 New
TFO
721
Tarbox Family Office
California
$25K
TL
722
TrueWealth LLC
Georgia
$25K
BWP
723
Baldwin Wealth Partners
Massachusetts
$23K
M
724
MOTCO
Texas
$23K
PFBT
725
Parkside Financial Bank & Trust
Missouri
$22K +$3.27K +40 +18%