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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
701
Accurate Investment Solutions
Pennsylvania
$99K – – –
FPFS
702
First Personal Financial Services
North Carolina
$97K – – –
WTB
703
Washington Trust Bank
Washington
$97K – – –
WWM
704
Willingdon Wealth Management
North Carolina
$94K – – –
DWA
705
Dougherty Wealth Advisers
Minnesota
$93K – – –
CFA
706
Carroll Financial Associates
North Carolina
$91K -$5.75K -65 -6%
CCM
707
Covington Capital Management
California
$90K – – –
RWA
708
Ropes Wealth Advisors
Massachusetts
$85K -$141K -1,593 -64%
BFC
709
Bedel Financial Consulting
Indiana
$83K – – –
SLF
710
Sun Life Financial
Ontario, Canada
$81K -$47.3K -535 -38%
VC
711
Vestor Capital
Illinois
$81K – – –
WB
712
Webster Bank
Connecticut
$81K – – –
JCM
713
Jacobi Capital Management
Pennsylvania
$80K – – –
VCM
714
Versant Capital Management
Arizona
$77K – – –
KFS
715
Kelly Financial Services
Massachusetts
$76.5K +$72.1K +815 New
SIAS
716
Shine Investment Advisory Services
Colorado
$75K – – –
CG
717
Cutler Group
California
$75K +$17.7K +200 +33%
LA
718
Legacy Advisors
Pennsylvania
$75K +$70.4K +796 New
VFA
719
Valeo Financial Advisors
Indiana
$73K -$13.3K -150 -16%
TFGT
720
TS Financial Group (TSFG)
Illinois
$68K +$63.6K +719 New
SSB
721
Sandy Spring Bank
Maryland
$66K – – –
LC
722
Lindbrook Capital
California
$59K – – –
LC
723
Lavaca Capital
Texas
$56K – – –
TWA
724
TCI Wealth Advisors
Arizona
$54K -$46.8K -529 -48%
CTC
725
Central Trust Company
Missouri
$54K -$3.1K -35 -6%
27 28
29
30 31