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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
701
Winthrop Partners - WNY
New York
$44.3K – – –
IP
702
Intellectus Partners
California
$44K – – –
PCP
703
Proficio Capital Partners
Massachusetts
$42K -$593 -7 -1%
PCTC
704
Perkins Coie Trust Company
Washington
$42K – – –
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K -$4.24K -50 -9%
ASN
706
Advisory Services Network
Georgia
$40K -$3.22K -38 -7%
GWM
707
Geneos Wealth Management
Colorado
$39K -$11.7K -138 -22%
FC
708
Ferris Capital
Massachusetts
$39K -$7.37K -87 -16%
AW
709
Alpha Windward
Massachusetts
$36K -$2.96K -35 -7%
SCM
710
Silvant Capital Management
Georgia
$36K +$17.5K +207 +90%
BBA
711
Braun-Bostich & Associates
Pennsylvania
$36K +$25.5K +301 +226%
MFW
712
Mosaic Family Wealth
Missouri
$35K -$9.57K -113 -22%
FHA
713
First Horizon Advisors
Tennessee
$35K +$22.5K +266 +174%
GAM
714
Gemmer Asset Management
California
$34K – – –
JGIA
715
Jackson Grant Investment Advisers
Connecticut
$34K +$169 +2 +0.5%
IBOK
716
Independence Bank of Kentucky
Kentucky
$33K – – –
AC
717
Avestar Capital
New York
$32K -$8.73K -103 -19%
OC
718
Oakworth Capital
Alabama
$32K – – –
JA
719
JOYN Advisors
Georgia
$32K +$3.81K +45 +13%
CC
720
Claybrook Capital
Massachusetts
$29K – – –
BWM
721
BerganKDV Wealth Management
Minnesota
$28K – – –
GI
722
Gradient Investments
Minnesota
$28K – – –
TFS
723
TrustCore Financial Services
Tennessee
$28K +$85 +1 +0.3%
BL
724
Balentine LLC
Georgia
$28K +$29.1K +344 New
AWMS
725
Advocacy Wealth Management Services
Georgia
$27K +$5.25K +62 +23%
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29
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